Adlis ERP-CRM Dev. 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 feature which is built in Adlis ERP-CRM Dev.. The process is very easy, once you configure the contact form to be compatible with the email integration, you […]
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 customer view it without login. This is also useful for leads. After you send […]
Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. You can set up email forwarder from any form you are using and you will get the leads into the CRM. Eq. You are using 4 forms on different websites, you set in your cPanel forwarders when you […]
To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekly Sources Monthly Staff Only leads that belongs in the default status Customer will be taken as converted leads, if the lead belongs to the default status customer and its not converted to […]
Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button click Convert to a customer. The convert to customer modal will be shown and the system will try to auto-populate some fields like first name, last name.. If custom fields found for lead will […]
To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead is created. When making a note and click contacted today an activity will be logged that you contacted […]
Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have assigned this lead.
You can easily customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup -> Leads -> Statuses and click New Lead Status. To setup default lead status navigate to Setup->Settings->Leads and chose Default Status. The default lead status is used to auto-populate the status field […]
You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead source navigate to Setup->Settings->Leads and chose Default Source. You can assign a source per lead and you will know from where your leads coming and from […]
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 on whatever page you are inside Adlis ERP-CRM Dev.. […]