Edit/Associate a visitor manually
I am testing the SalesIQ system. If website visitor happens to call us instead of using the web chat or web form, is there a way the person that is speaking with them can manually click the visitorID and either make them a new lead or associate them with a contact/lead in ZohoCRM manually? It's not a perfect system, because they might link the wrong visitor, but it's one of the only ways to capture the original lead source (adwords, etc) for offline phone calls.
Topic Participants
Michelle Beutler
Renganathan K
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