Did you know you can build a lead form for your website, so your leads can all go into CostCertified?
Go to the Lead rotations page
Create new Lead rotation
Add a name for your lead rotation
Choose which of your users are included in the lead-rotation. These users will be assigned leads on a round-robin.
You can also choose multiple users who will be notified for each lead regardless of who it goes to in the round-robin (Who else should be notified?). Great for an office manager, front-desk, sales manager or owner etc. (optional)
You can also add a success/thank-you URL. Click on Advanced and enter your link the Success URL field.
Save the lead rotation
Now go to the tab on top called Generate code snippet
You can specify a lead-source for the code snippet, or your webmaster can use any of your lead-source ids to dynamically change that field on your website depending on analytics data about the source of the lead (adwords, facebook, bing etc), and change that field on the fly.
To manage lead sources you can go to the Lead sources page from the services menu
Specify the default fields you want to collect for the client.
Copy and paste the snippet at the bottom and give it to your webmaster or add to your website yourself
The snippet is provided without styling. Feel free to style it however you like according to your website/branding.
Required fields are: lead_rotation_id. We recommend making one form of contact required, either user_email or user_phone, and at least a first name user_fname.
When a new lead comes in, the user who receives the lead from the round-robin receives a notification by email, and it will show up in their email. Any users in the Always notify field will also receive a notification. Managers can see the lead by going the the pipeline and filtering by the user that received the lead.
When you have contacted the client and confirmed their contact details, be sure to Convert it to active client. This will make sure it shows up in the right column in the pipeline to indicate that contact has been made, and from there will prompt you to create a new proposal for them.