Leads Inbox
Manage your Google Local Service Ads Leads in the Leads Inbox
Marketing 360’s integration with Google Local Service Ads allows customers in our LSA Beta Program to view, manage and nurture leads from Local Service Ads, right from the CRM Leads Inbox. Learn more about how to see leads from Google LSA in the ...
Connect and Manage Your Marketing 360® Forms Through Your Leads Inbox
The Leads Inbox is where you can connect Marketing 360® Forms to your CRM, set up Field Mapping settings, and customize your form’s Submission Rules. Setting up Form Field Mapping allows you to map Form fields to specific fields in your CRM. This ...
Connect a Call Tracking Number to Your Leads Inbox
Connecting a Marketing 360® Call Tracking Number to your Leads Inbox is simple! Once connected, any lead that calls your tracking number will appear in your Leads Inbox. Send call tracking leads to your Leads Inbox: Navigate to the Intelligence app. ...
Using Your Archived Leads Table
The Archived page in the CRM Leads Inbox is where you can store lead information for leads who are not quite ready to become customers. Archiving leads lets you retain lead information, while not overcrowding your Leads table with inactive leads. You ...
Set Up Field Mapping for a Dropdown, Checkbox, or Radio Button Form Field
Need to capture contact information via a dropdown or checkbox question on a Marketing 360 form? Learn how to set up dropdown and checkbox form questions, and how to sync those form fields with your Marketing 360 CRM. Create Dropdown, Checkbox, or ...
Connect a Third-Party Platform to Your CRM
Do you use a third-party form on your website, such as Jotform or WuFoo? Perhaps you have an e-commerce store and want to collect your customers' information. If so, you will want to make sure that all of those submissions are added to your CRM. To ...
Save, Archive, and Restore Your Leads in the CRM Leads Inbox
The CRM Leads Inbox is where you can store your business’s leads from Marketing 360® Forms, Call Tracking Numbers and Google Local Services Ads. There are many actions you can take on a lead based on their lead quality, where they are in your sales ...
Viewing a Lead's Profile
The Leads page displays all your leads in one place, but the rest of the lead's details can be found in their individual lead profile page. From the Leads page, click on a lead’s name to view their full profile. The lead profile is where you can view ...
CRM Leads Inbox Overview
The Leads Inbox is where you can view new leads, manage your leads, and nurture leads as they move through your sales funnel. The Leads Inbox is useful for companies that have a longer selling cycle, or who simply want a designated space to manage ...
Manage CRM Leads in the Leads Inbox
The Leads Inbox is where you can view new leads, manage your leads, and nurture leads as they move through your sales funnel. The Leads Inbox is useful for companies that have a longer selling cycle, or who simply want a designated space to manage ...