MANAGE YOUR LEADS

A. Lead Management powered by Toolsey® is Owens Corning’s new lead management platform created for your sales team. Leads can be aggregated from many possible sources into the platform for easy, centralized management for your whole team to respond quickly and easily. Lead information submitted through Find A Contractor on owenscorning.com will appear in your Lead Management powered by Toolsey® account.

A. Toolsey® is a lead aggregation platform developed by roofers to respond quickly to leads and improve communication. Toolsey® is privately held company that has partnered with Owens Corning to launch our new Lead Management powered by Toolsey®.

A. Lead Management powered by Toolsey® can be accessed from your OCConnect™ Resource Center account via the Dashboard or left navigation.

A. Users are managed through your OCConnect™ Resource Center account. Visit Settings > User Management to see who currently has access.

A. Since Lead Management powered by Toolsey® is directly integrated into OCConnect™, contractors can stand this up quickly. Lead management allows contractors to manage and respond to leads efficiently and effectively. Faster response times can help result in improved lead conversion rates, revenue, and a better homeowner experience.

A. Lead information submitted through Find A Contractor on owenscorning.com will appear in your Lead Management powered by Toolsey® account accessible via the OCConnect™ Resource Center.

A. When a lead appears in Lead Management, it is immediately assigned to the appropriate salesperson based on your preferences.

A. You have the option to choose from multiple assignment profiles to distribute your leads. You can opt for a simple rotation, also known as a “round-robin,” or a team assignment based on team geography or product type. Alternatively, you can assign an individual salesperson based on geography or product.

A. As a member of the Owens Corning Roofing Contractor Network, you are automatically enrolled to use the Lite version for free. Details for the Basic and Premium monthly plans can be found here.

A. Additional information on third-party integrations, photo management capabilities, and forms can be found here.

A. You have the option to select the use of promo funds or credit card to pay for the Basic or Premium subscription plans.

A. There is no long-term contract, and you can elect to pay monthly.

A. The mobile app can be found via the App Store and is designed for your sales team to view lead information that comes into Lead Management in order to respond quickly, edit, or add additional information. Users can also add a lead manually that will then appear in Lead Management. This is great for capturing referrals or other leads while in the field.

A. Please reach out to ProDesk with questions via

prodesk@owenscorning.com.

A. Integrations from Owens Corning’s Business Solutions partners include: Angi Leads, EagleView and JobNimbus. A complete list of current integrations can be found here. Additional integrations are in the works.

A. Congratulations on your upgrade! Now you’ll want to set up your additional integrations. Visit Linked Accounts to learn what information you need to get started.

A. If your account gets downgraded to the Lite plan, the very first integration that you set up will remain active for the next billing cycle. All other integrations will become inactive until you upgrade your plan.