How are leads captured from web forms, chat, WhatsApp, and manual entry?

Leads are captured from multiple sources — web forms, the website chat, WhatsApp, and manual entry by staff — and each lead records its source. So however a prospect first makes contact, they become a tracked lead in the pipeline, with attribution to where they came from. This multi-source capture means the CRM reflects the real ways customers reach the business, and source data feeds…

Leads are captured from multiple sources — web forms, the website chat, WhatsApp, and manual entry by staff — and each lead records its source. So however a prospect first makes contact, they become a tracked lead in the pipeline, with attribution to where they came from. This multi-source capture means the CRM reflects the real ways customers reach the business, and source data feeds reporting on which channels generate leads.