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SageCRM Web Lead Capture

All editions of SageCRM come with the ability to create and activate a web lead capture screen.  New leads are critical to most companies so why not enable your prospects to communicate their interest in your products and services while they are browsing your web site?

Here is a screen shot of the very simple set up:

Also provided is a complete HTML template that you can copy and paste into your corporate web site which saves time in getting the form set up. 

Of course you can modify the form to fit your needs including the style and fields that you want populated within the newly created lead. You can also enable workflow within the leads entity so that the lead gets assigned to the sales person and follow up call is scheduled.

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About Scott Weber

   Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.
Comments

 

Brandon church said:

This has been a very popular feature with our clients I hope Sage builds on this idea and integrates more web 2.0 minded technology into the SageCRM product.

July 19, 2009 2:53 AM

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