CLIENT INTAKE FORM

Tell us where and how to deliver your leads. Takes about 3 minutes. If you have any questions, please contact [email protected] or call/text us at (949) 478-7609.

SECTION 1: YOUR ACCOUNT

Email *

Please use the same email you signed your agreement with.

SECTION 2: LEAD CRITERIA & TARGETING

Which zip codes, counties, or cities do you want leads from? *

Must be within the delivery area in your Insertion Order.

Any areas, utilities, or customer types to exclude?

Lead requirements (e.g. minimum bill, roof type, homeowners only, etc.)

Upload zip lists, utility lists, or other criteria (.csv, .xlsx, .pdf)

SECTION 3: VOLUME & CALLING HOURS

Maximum leads per day

Leave blank if you have no daily lead cap.

When does your team call leads? (hours, days, time zone) *

These are your Agreed Calling Hours for replacement eligibility.

SECTION 4: LEAD DELIVERY

How do you want leads delivered? *

Email(s) to send leads to *

Mobile number(s) for text alerts

By listing a number, you confirm that person agreed to receive automated lead alerts from Tangelo Leads. Message & data rates may apply. Reply STOP to opt out.

CRM webhook URL (if using)