Yes. See the public_website_integration section for the requirements.

Yes. “The application allows you to auto-route by proximity to closest partner.” that answer's fine for the marketing FAQ, but for support we need to say how! that's why i deleted this answer and put in the fixme icon the 1st time around. This may be too big a question for a FAQ item — jay mortensen 2009/05/06 17:10

Campaigns are used as a tracking mechanism for expenditures and actual leads. The admin team can log the costs of the lead campaign, associated notes, and partners. By using the quick stats, the application allows for a cross reference of leads by campaign and final outcome (via partner feedback).

Yes. The application sends an email notification when you are internally assigned a lead. Additionally, you can configure the system to CC you on lead notifications that are sent out to your associated partners.

Your system administrator controls which partners are “yours” via your “scope”.

Leads may be assigned in 2 ways - either individually or via bulk assignment. For individual lead assignment, click on the lead ID, select the forwarding options at the top.

For bulk assignment, check off the leads on the list screen then use the forwarding tools at the bottom of that list page.

There are three ways to get leads into the system.

• Method 1: from the Lead List screen, click on the 'New Lead' button and fill out the lead details. This is appropriate for single lead entry.
• Method 2: from the Lead List screen, click on the 'Bulk Import' button and upload your pre-existing XLS file. The tool allows you to map your fields against those expected, as well as, capture custom fields from your spreadsheet.
• Method 3: automatically from your website inquiry forms. see public_website_integration for more info.

Custom fields would show in the Notes section.

That data would not be included in the record.

Yes, it is assigned to the inputting user in that case.

Yes - this action is available from the main lead list page. You would check off the leads you wished to qualify and select 'qualify' using the action drop down at the bottom.

channelLEADS offers the ability to view quick stats information that shows counts of leads over a time period by disposition, feedback, partner, and campaign. For your specific question, we would recommend looking at the Quick Stats by feedback - which shows the tally of leads assigned, marked as good, marked as bad, leads that have yet to receive feedback, and leads marked as a sale.

The sales count is independent of the other columns, and the leads that resulted in sales are already counted in one of the other columns.

The Campaign Budget is divided by the total lead count for a CPL. This is value is then applied to Good and Sales counts of the campaign

Yes. You can check actions taken upon a lead via the lead history log on the detail screen. To access this screen, you would click on the lead ID on the lead list. The history is shown on the right of the detail screen.

Throughout the application there are explicit 'edit' links for the viewers use. Also, when a user performs a mouseover over a field and it turns yellow, this denotes that the field is editable. The user would right click to make the edit.

(System admin permission, System Admin, Tool Options) [may want to break this out into 2-4 questions - email edits, routing methods, bad lead send-to's, auto-post direct assignment.]