channelleads_faq
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channelleads_faq [2009/05/19 15:38] anthony |
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| - | ====== The channelLEADS FAQ ====== | ||
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| - | ~~TOC~~ | ||
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| - | ==Can I hook up web forms to channelLEADS?== | ||
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| - | Yes. See the [[public_website_integration]] section for the requirements. | ||
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| - | ==How do I auto-route leads based on geography? == | ||
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| - | There are two potential ways to accomplish this: | ||
| - | - Autoroute by Territory | ||
| - | - Autoroute by Proximity | ||
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| - | In the first approach, we ask "which partner location's defined territory includes this customer?". In the second case, we ask "which partner locations are physically closest to this customer?" and route the lead accordingly. | ||
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| - | ==Will I be notified when I need to do something with this system? == | ||
| - | 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. | ||
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| - | Your system administrator controls which partners are "yours" via your "scope". | ||
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| - | ==How do I assign leads?== | ||
| - | 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. | ||
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| - | For bulk assignment, check off the leads on the list screen then use the forwarding tools at the bottom of that list page. | ||
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| - | ==How do I get leads into the system?== | ||
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| - | 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. | ||
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| - | ==When a lead is manually inputted into the app via the ‘New Lead’ form, does it have a default assignment?== | ||
| - | Yes, it is assigned to the inputting user in that case. | ||
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| - | ==For the Feedback and Campaign Quick Stats that have the Sales column - why don’t the incoming lead totals (Assigned, Total Leads) equal the sum of the other columns?== | ||
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| - | 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. | ||
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| - | ==On the Campaign Quick Stats tab - how are CPL values calculated?== | ||
| - | 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 | ||
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| - | ==Partner X claims he didn't receive a lead I sent, is there a way I can tell when and where the lead was sent?== | ||
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| - | 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. | ||
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| - | ==How can I tell if something in the application is editable?== | ||
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| - | Throughout the application there are explicit 'edit' links for the viewers use. Also, when a user performs a mouseover of an item and it is highlighted in yellow, this denotes that the field is editable/clickable. | ||
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| - | ==There is an optional Customer Feedback email that gets sent out. Where do I find the customer's response?== | ||
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| - | This data would be found on the Detail screen of the Lead. | ||
channelleads_faq.1242747507.txt.gz · Last modified: 2009/05/19 15:38 by anthony