How To Send A Lead
On the Visitors Page, within the Visitor Table, you will find the action to Send Lead.
This feature packages all of the important contact information from a specific company visit and allows you to instantly deliver a Lead Alert Email to the most appropriate person in your organisation to take action.
Send Lead
- Go to Your Visitors, located within the Visitor Page.
- Identify the business you want to send as a 'Lead'.
- Select Action: Send.
- Type the intended recipient's email.
- A notification will trigger to alert the recipient via email.
Updated on: 09/02/2022
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