How do website leads reach the pipeline
How do website leads reach the pipeline. When someone submits the contact form on Arkon Oneinc.com, the system:
The steps, written out
- Matches an existing contact or customer by email, phone or company name, or creates a new customer with status Prospect.
- Creates an opportunity at stage Lead with source Website and an expected close 30 days out.
- Assigns it to the customer's account manager, or to the sales rep set in Administration (otherwise rotating between reps).
- Adds the task "Call the new website lead within 1 business hour", alerts Sales and optionally emails the visitor a thank-you.
Tip
Find them in Pipeline by filtering Lead source = Website.