3. Managing the lead2Sale features
3.1 Customized Contact Form
By clicking on Customized Contact Form you can create a LEAD form that suites your business or marketing requirements.
A) How to create a Contact Form:
» Click on ‘Customized Contact Form’ tab
» Provide the following information;
a) Form Title – Title as you would prefer to appear
b) Form Description – You can select a description for your form as preferred.
c) Thank You Message – You can insert a thank you message for your potential leads or viewers.
d) Insert Logo – You can insert your company logo by simply clicking on “Browse” and selecting the Logo file from your desktop.
e) To Change Logo, simply click on “Change Logo” and “Browse” and insert logo.
Back to top
B) How to Add New Fields?
To Add a New Field:
a) Click on “Add New Field”
b) Type Name for Field in the “Field” box.
c) Tick either “Required Field” , “Filter Contacts By Field” , “Private Field”
d) Select the “Field Type” from the drop down.
Text Box
Multi Line Box
Check Box
Radio Box
Dropdown
e) Click on “Save Changes”
Back to top
C) How to Remove Fields?
To remove a field:
a) Select the Field to be removed
b) Click on “Remove Field”
Back to top
D) How to Preview my Contact Form?
Click on “Preview Contact Form” to take a view of the Contact Form you have created.
Back to top
E) How to insert my LEAD form to my homepage?
To insert the LEAD form you should have your own website /s.
When you sign up for lead2Sale we will send you a welcome email with the link to your LEAD form.
(This link will be something like <a href="www.lead2sale.net/contactus.php?userId= n">Contact US</a>)
All you need to do is replace your current ‘Contact Us’ form link with this link and every change you make in your LEAD form in the lead2Sale application will be automatically get updated in your website.
Back to top
F) Can I insert a LEAD form to another website?
Yes. You can insert your lead form to any site and any number of times as preferred.
Back to top
G) Can I use the same LEAD form in several websites?
Yes. You can use the same lead form in several websites.
Back to top
H) Can I change the LEAD form whenever I prefer?
Yes. You can also change the lead form to suite different business and marketing campaigns.
Back to top
3.2 Manage Contact
The Manage Contact panel helps you to manage your leads with ease.
In this panel you can see your Contact’s Details, Messages Received, Phone Calls Received, Follow Up’s and Status in the system etc.
A) How do I get contacts through lead2Sale?
When your leads fill the lead form, their details will automatically get updated in the lead2Sale application.
Back to top
B) How will I know when I have a lead?
When a new lead has filled your lead form, lead2Sale will notify you through an email while the details of the contact are automatically updated in your ‘Manage Contacts’ panel.
Back to top
C) Can I insert a contact manually?
» Select “Manage Contact”
» Click on “Add Contact”
» Enter the information required in the Fields – Contact Name, Email Address, Contact Rating, Contact Number
» Click on “Add Contact”
Back to top
D) Can I send email to contacts?
You can send/ receive email in the ‘Manage Contacts’ panel under each contact’s name.
To send email:
» Click on “New Email”
» Write the message in the screen provided.
» Click on “Send”
Back to top
E) Can I record phone call details?
Recording Information of a New Phone call can be done by clicking on the “New Call” tab.
» Click on “New Call”
» Input the message in the box provided
» Click on “Save”
Back to top
F) Can I use lead2Sale to follow up on contacts?
‘New Follow Up’ feature will help you to put a reminder on each contact which requires to be followed up with an email or phone call.
To add a follow-up note:
» Click on “New Follow Up”
» Insert the information, date & time of follow up
» Click on “Save”
Back to top
G) Can I search for contacts?
You can search for contacts by using the ‘Search Contact’ option by using their;
» Contact Name OR
» Email Address OR
» Contact Rating OR
» Referred By
These search criteria are the once specified by you in the LEAD form when you tick ‘Filter Contacts by Field’.
Back to top
3.3 Show Contacts
A) What is this?
This screen allows you to view all contact details, Name, Email Address, Rating and Referred by information.
B) How does this help?
Having all contacts in one screen will be helpful when selecting a group of leads for a particular business or marketing promotion etc.
This screen will help you see an overall view of your contacts and their status.
Back to top
3.4 Manage Messages
A) What can I see in manage messages?
lead2Sale allows you to view all email and phone messages you’ve received for the day as well as follow ups required for that day in the “Manage Message” screen.
These same details are also updated in “Manage Contact” screen, under each contact so that you have a record of all communication taken place with each lead.
Back to top
B) How does this help?
By being able to view all of the messages and follow-ups for that day, you will be able to better prioritize your day’s work by identifying the urgent tasks against others.
This way you don’t have to go through each contact to see what communications were received as you will be able to see all phone calls, follow-up, received mail and sent items in one screen.
Back to top
3.5 Edit Account Form
A) What is this?
By accessing the ‘Edit Account Form’ tab you can edit the information you’ve provided at the Sign Up process.
Back to top
B) How do I edit my information?
» Click on ‘Edit Account Form’
» Edit the information on the screen as preferred.
» Click on “Update”
Back to top |
