Thank you in advance....
I have been working hard and not smart while setting up the CRM.
I own a Singles Club, we are B2C. We receive a lead, its called, appointment is set and if sold the lead is now a member.
Questions:
1. How do I integrate my submissions form from my website and into leads? Currently it's being sent to my email, and my site was built by a web designer. When I do receive a submission form in my email it says
contactus@havemoredates.com, and I have checked for that email in my email folder in cpanel but I am not finding it. So I have no idea how to redirect the form from coming to my email and directly into leads crm....
2. My current workflow with a lead from start to sold is: Lead, Discovery,Appointment, New Member. Discovery serves as the "potential" module. After a membership is sold, how do I convert the sold lead into the module member? I am very lost.
3. I have added all the leads in CRM, customized.... I need the lead info to show up in all the modules at every stage as info is added. How can I make it work?
Thank you for taking time out to assist.... :)
Jamie