The CRM Leads Inbox allows you to view, manage and nurture your leads from within the Marketing 360® CRM.
To setup a Marketing 360® Form as a source for your Leads Inbox, take the following steps:
For Existing Forms:
- Visit the CRM Leads Inbox.
- Click on Marketing 360® Forms under Manage Lead Sources.
- Make sure that the form you want to track leads from is Enabled, and placed on your website, or wherever you plan on gathering form submissions.
- Click on the overflow menu next to the Form, and click on Submission Rules.
- Next to “Create submissions directly as CRM Contacts”, make sure the switch is turned off.
- Return to the overflow menu next to the Form, and click on Field Mapping.
- Select a field to Prevent Duplicates. You'll want to select a field that is unique to each individual in order to properly prevent creating duplicates in the CRM. We suggest only selecting one field, Email.
- Select the CRM fields where you want these Form fields to go when submitted. If you don't need certain fields mapped to a CRM field, you can leave them unselected.
- Click Save.
Your form will now send submissions to the CRM Leads Inbox!
For instructions on how to create a Marketing 360® Form, please visit this support guide.
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