convergehub introduces web to lead multiple document upload
TRANSCRIPT
www.convergehub.com 1
WEB TO LEAD MULTIPLE DOCUMENT UPLOAD
ConvergeHub Feature Release March 18, 2016
2www.convergehub.com
Introduction
CRM is the lifeline of every business. It streamlines organization-wide sales, marketing and customer support functions in a single system to Empower businesses manage customer relations in a better way.
ConvergeHub users definitely feel lucky because their CRM keeps getting updated all the time with brand new features. We make continuous effort to improve ConvergeHub and add features that keep you ahead of the competition.
Having said that, let's move onto the matter at hand. As a part of our monthlyfeature update, we are happy to announce the release of new features in ConvergeHub CRM.
3www.convergehub.com
Web to Lead Multiple Document Upload
Web to Lead forms are a major part of any business' marketing strategy.But unlike what many think they are not just limited to fetching name, phone number and email.
Often businesses require some essential documents/collaterals to be collected from the lead as well. So how is that possible?
Enter ConvergeHub's new Web to Lead multiple document upload option! It empowers you to let your leads upload documents in the form. So the next time you create a web to lead form, other than name, phone and email fields, you can add a field to upload documents as well. All the uploaded documents will get directly captured and stored in ConvergeHub.
www.convergehub.com 4
How It Works?
1. Fill in the Web to Lead Form Heading (which is a mandatory field).
2. Frame the Layout of the Web to Lead form. Drag and drop the fields in the two columns. In this case, drag and drop the document field in either of the two columns.
3. Click on Next.
5www.convergehub.com
How It Works? Cont...
4. Click on edit to make changes in the text of the form.
5. You can customize the form by making changes in the source code.
6. Click to preview the form.
7. Click on embedded code to copy paste the code into the website back-end.
www.convergehub.com 6
How It Works? Cont...
8. Click on landing page to get the live link of the form.
9. Click on Download option to open the form HTML page. Or else, click on Back to recede.
7www.convergehub.com
How It Works? Cont...
Below given is an example of a Web to Lead form that allows prospects to upload documents:
www.convergehub.com 8
How It Works?Once the form is submitted, the details get entered into ConvergeHub database as a new lead. The documents uploaded in the form fall under the sub-panel of the lead page.
9www.convergehub.com
Contact Us
• Please contact us at the below mentioned link for your suggestions, comments or any query.
• Website – www.convergehub.com
Google + : https://plus.google.com/+ConvergeHub
Facebook : https://www.facebook.com/ConvergeHub
Twitter : https://twitter.com/ConvergeHub
LinkedIn : https://www.linkedin.com/company/convergehub