Generate leads/opportunities from your website contact page

Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline.

Use the contact us on your website

You should first go to your website app.

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With the CRM app installed, you benefit from a ready-to-use contact form on your Kiu BMP website that will generate leads/opportunities automatically.

To change to a specific sales channel, go to Website ‣ Configuration ‣ Settings under Communication you will find the Contact Form info and where to change the Sales Channel or Salesperson.

Generate leads instead of opportunities

When using a contact form, you should use a qualification step before assigning the form to the right sales people. To do so, activate Leads in CRM settings and refer to Convert leads into opportunities.