About the Web To Lead App

The Web to Lead app gives you public page you can embed on your website to capture leads. 

Potential customers (or leads) can fill in their contact information by way of a web form so your staff can follow up with them. 

App perks

When a potential customer fills in the information on the web to lead form, it will automatically:

  • Create a new lead in the Contacts App.
  • Create a Sales Opportunity associated with that Lead.
  • Create two activities: One that a lead was entered, another to follow-up with the lead.
  • Notify your staff via email so they can reach out to the lead; no more missed opportunities.

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