A visitor's enquiry reaches a salesperson
Who is involved
| Role | What they do |
|---|---|
| Website visitor | Sends an enquiry from the website. |
| Sales representative | Follows up the lead. |
Step by step
- Website visitor
Fills in the contact form and sends it.
What they see:The form confirms the message was sent.
- Sales representative
Opens CRM leads.
What they see:A new lead from source website is waiting with the message and the page.
- Sales representative
Assigns the lead to themselves and calls.
What they see:The lead has an owner and a logged call.
Who is told what
The enquiry shows in CRM as a new lead; no message is sent to the visitor beyond the confirmation on the form.