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ECRMRP CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email Integration...
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We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.
You can include the proposal link inside the email template and let your cus...
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Leads email integration is powerful ECRMRP feature who allow you to integrate leads from your email address. You can set up email forw...
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To view your leads report navigate to menu item Reports from the aside menu and click Leads.
You can view the following reports:
Weekl...
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Convert Lead to a Customer
Click on the lead and wait for the modal to be opened, on the top button cl...
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To track lead activity open a lead modal and click on the Activity log tab.
All important actions will be saved as activity log for this lead.
When activity will be logged for specific lead?
After lead i...
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Open a lead and simply select the staff member you want to assign the lead.
After submitting the staff member will receive notification that you have assigned this lead.
E...
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Navigate to leads view from the main menu on the left side and click on the button new lead.
You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...
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ECRMRP Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe.
The visitors can then enter their names, email addresses, upload attachment and...