You can route your new Leads from Web Forms or API to a dedicated Layer where you or any user with specific permissions will be able to review and import the contact OR import the contact and create a Deal.
A great advantage as you don’t want all forms submitted to create a new contacts before your review.
– Lead validation capability
– Duplicates automatic rejection
– Easy creation of new contacts and deals from Leads
– Reporting on valid and invalid leads
Validating and Importing Leads
Once you receive Leads, admins or authorized users can validate and import new requests by creating deals on the fly or simply by saving the contact. If the contact is fake (if you form is online it may happen) you can reject the lead without creating a contact in your CRM. When a contact is processed (imported or rejected) it cannot be reassigned.
If you assign a deal to the wrong user, admins or the deal owner can transfer the deal to another user from the deal page.
You can list the leads you received and filter them by period and status. You can also download a CSV with your leads and create your own reports, for example if you work with partners (see Lead Sources) you will see the partner name in the “source” field. Deal status will be available in the deal report.