What is a Lead?
A lead in BlueCamroo is a person or organization that expresses interest in doing business with your company. This can be someone who you have met directly, cold called, or even someone who has filled out a form on your website.
You can work with leads in one of two ways. You can use leads as a way of collecting tentative prospects. As you firm up a lead, you can qualify the record and convert it to Customer record with a "Prospect" status. Alternatively, you can use the Lead record to move the prospect from initial contact to developing opportunities and issuing sales quotes. Upon contract acceptance, you can then convert the lead into a proper Customer record.
How can I convert a lead into a Customer?
To convert a Lead over to a Customer record, locate the Lead via the Explorer Bar. Open the Lead. In the Information Panel, you'll see a link at the bottom that says Convert to Customer. Click it and follow the steps.
How can I get leads from my website forms into my BlueCamroo account?
BlueCamroo includes a Web-to-Lead feature so that you can generate HTML code for forms to use across your website.
As a BlueCamroo System Administrator, you can go to Setup and go to Web-to-Lead under the Automation section.
Just fill out the necessary fields and click the Generate button to automatically generate the HTML code for your new form.
All you need to do now is take this code and put it on any page on your website and when a website visitor fills out the form, all of the details will automatically be sent and stored in the BlueCamroo system under Leads.
