Info Request-Manage Leads

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Setup, Manage, and Distribute Leads : Manage Leads

Manage Leads
Information Requests are added to the Lead Management screen by chamber employees that complete the fill-in-the blank Info Request screen or when consumers access and complete the public website information request pages. Public website access is not addressed in this document.
From the Lead Management screen, chamber employees are able to view and print lead information using many filters that retrieve just the desired leads.
Lead information may also be distributed to the general interest contact groups and the travel lead list contact groups. These groups must be setup as explained previously in the Setup Lead List Groups section of this document.