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help:v7:leads:sources_schemes

Lead Sources & Import Schemes

Overview

channelLEADS provides Sources for defining workflows for handling incoming leads.

Glossary

  • Gateway - How leads enter the system. Out of the box, channelLEADS includes gateways for Direct Post and Spreadsheet Import.
  • Import Scheme - A prescription for how to handle leads as they enter the system. Includes options for automatically determining lead recipient, calculating lead interest, automatically appending additional information, and follow up emails.
  • Source - A combination of Gateway and Import Scheme

Mini-FAQ

  • Can I have multiple sources for a given gateway? Sure thing. If you want to aggregate leads from forms on multiple websites, you can have a source for each. Similarly, if you routinely import leads from different spreadsheets, you have a source for each. Because each source independent, you can configure different handling options for each.
  • But I routinely get my leads from another source, am I out of luck? Probably not, talk to your channelSUITE account representative about custom gateways and additional leads integration options.
help/v7/leads/sources_schemes.txt · Last modified: 2014/01/29 20:30 by jason