What is a Lead?

A lead in BlueCamroo is an individual or company 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.

A lead can then be qualified and converted to an Account as an Account Type of Prospect.

How can I convert a lead into an account?

To convert a lead over to an account, just go into the Lead Details and click the Convert to Account button.

How can I transfer ownership of leads?

Transferring ownership of items can only be done with someone who has System Administrator access.

To transfer ownership of leads, go into the Leads main section, select the Transfer option, select who you want to transfer ownership from and to, and then fill out any search criteria to filter for the leads that you want to transfer.

Once you have selected the leads you want to transfer, click the Transfer button.

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.