A website enquiry becomes a CRM lead

What moves

A contact or quote form on the website creates a lead in CRM with the visitor's message.

Before you start

• Website and CRM in your plan
• A template with a contact form made live

Step by step

1. Website visitorWebsite Builder

   Fills in the contact form and sends it.

   You see:The form says the message was sent.

2. SystemCRM & Sales Pipeline

   Creates a lead from source website, or adds a note when the same e-mail wrote within a day.

   You see:The lead is waiting in CRM with the message and the page it came from.

3. Sales representativeCRM & Sales Pipeline

   Opens the lead and assigns it to themselves.

   You see:The lead has an owner and a follow-up.

Related

• CRM & Sales Pipeline
• Website Builder
• A won deal becomes a delivery project
• A won deal can open a draft order
• A won deal earns its owner a badge
• A qualified lead is handed from a development rep to an account executive
• A won deal reaches delivery, finance and the rep's commission
• Connections between modules