How Website Widget Enquiries Become Leads in Housing Market CRM
Tutorial 158 of 181 · 1 min 18 s
Every enquiry sent through a Housing Market widget on your website becomes a lead in your CRM. This tutorial shows a visitor filling in the Enquiry form widget on a website, then opens the Tasks board in the CRM where the new lead is waiting in New Task, with the visitor's message and the website it came from, and you are notified as usual.
In this tutorial you will learn
- How a visitor sends an enquiry through the Enquiry form widget
- Where the enquiry arrives in your CRM
- What the lead shows: the visitor, their message and the website
- How to follow up
Follow along: the steps
- A visitor opens the Contact page of your website. The Enquiry form widget is on it.
- They fill in their name…
- …their email…
- …their phone number…
- …and a message.
- They click Send enquiry.
- The visitor sees a thank you. Their enquiry is already in your CRM.
- In your CRM, open Tasks, your lead board.
- The enquiry is already there as a new lead, with the website it came from.
- Open it.
- The visitor's message is on the lead…
- …with their phone and email, so you can reply in one click.
- The activity shows where the enquiry came from.
- Reply fast: you are notified as usual when a website enquiry arrives.