Creating Your First Directory

Step-by-step guide to setting up your first directory with categories and locations.

A directory is the foundation of LeadRoute. It represents your business category and service area where leads will be captured and distributed.

What is a directory?

A directory groups your lead forms, members, and settings together. For example:

  • "Plumbers in Los Angeles"
  • "Wedding Photographers NYC"
  • "Home Inspectors Texas"

Creating your directory

  1. Go to Directories in your dashboard
  2. Click New Directory
  3. Enter a name that describes your niche
  4. Select the primary category (e.g., Plumbing, Legal, Photography)
  5. Set your service area (city, state, or nationwide)

Directory settings

After creating your directory, configure these settings:

  • Distribution Mode - How leads are assigned to members
  • Lead Price - Cost per lead for members (or free)
  • Notifications - Email alerts for new leads
  • Branding - Logo and colors for forms

Next steps

Once your directory is set up, create a lead form to start capturing leads.