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Internal Lead Registration Page with Follow-up Options

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Do you need a quick and easy way to add leads into the CRM without logging into FunnelBud? This internal lead registration solution allows you do that plus more!

You can choose to send an email to the lead, assign it yourself or another lead owner, select a lead status or lead category, create an opportunity, add it to a list or a nurturing sequence, create a task, etc. All these you can do via a single lead registration page!

Solution Expert: Sheryll Chua

SKU: 2206230347 Categories: , ,
What this solution gives you:

A complete internal lead registration solution that includes:

  • Registration form
  • Registration page
  • Emails and notifications (you will provide the content)
  • Follow-up automations
  • User guide and documentation

 

How we will deliver this solution to you:
  1. We will send you an order document to fill out for us to understand how you’d like to set up the internal lead registration page.
  2. When you return the completed order doc, we will review it and reach out to you in case additional information is required.
  3. We will start building the funnel and automations and give an estimated date when it will be completed.
  4. Once completed and fully tested, we will deliver the solution to you and provide you with user guide and documentation.

 

How do you benefit:
  • The internal lead registration page will provide an easy and quick way for your team to add their leads to the CRM without logging in to FunnelBud.
  • The solution offers options to ensure registered leads are assigned to the correct owner, segment and necessary follow-up actions are taken.
  • All follow-up options are automated so all you need to do is add the lead via the internal lead registration page.
  • Everything is done for you.

 

Cost to implement:
  • Basic: $150 setup fee
  • Standard and up: Included in your package
About the Author Sheryll Chua

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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