Why Add a Lead Contact?
A lead source user must have at least one lead contact to create leads or have leads assigned to them
Think of the lead source user as an umbrella account, and the lead contacts as the individuals covered by that umbrella. This allows for more detailed tracking and reporting
Examples:
Scenario: A bank branch is using the system to track leads
The lead source user would be the bank manager's account.
The lead contacts would be individual bank employees who might refer business
Scenario: A website uses a lead form to gather potential customer information.
The lead source user would represent the website itself.
The lead contacts would be the specific sales users responsible for handling leads generated through the website.
Important Note:
Even if there's only one user and one contact, you still must create a lead contact for the lead source user.
Add Lead Contact GIF
Steps to Add a Lead Contact:
Go to the LEADS tab.
Select LEAD SOURCES.
Choose the relevant lead source.
Click ADD CONTACT.
Fill out the "Add Contact" form.
Select SUBMIT
FAQ
What is a Lead Contact in PulsePoint/MSPware?
A Lead Contact is an individual associated with a Lead Source user who can receive credit for leads and be included in reporting. This structure allows for flexibility in attributing lead generation efforts, especially when a Lead Source user represents a group or entity.
Why do I need to add a Lead Contact even if I'm a single user?
While it might seem redundant for individual users, PulsePoint/MSPware requires at least one Lead Contact to be linked to a Lead Source user. This setup enables lead creation, assignment, and accurate tracking within the system.
Can you provide an example of how Lead Source users and Lead Contacts work together?
Let's say a bank branch uses PulsePoint/MSPware. The bank manager's account acts as the Lead Source user, representing the branch as a whole. Each bank employee who might refer business would be added as a Lead Contact under that Lead Source user.
How do Lead Contacts function with website lead forms?
Imagine you have a lead form on your website. You can create a Lead Source user representing your website. Then, you'd add designated sales users as Lead Contacts. This way, leads generated through the form can be automatically assigned and tracked back to the website as the source.
Is there a limit to how many Lead Contacts I can add to a Lead Source user?
The provided documentation doesn't specify a limit on the number of Lead Contacts you can link to a Lead Source user.
Where can I add a Lead Contact in the system?
You can add a Lead Contact through the LEADS tab. Navigate to LEAD SOURCES, select the desired Lead Source, and click ADD CONTACT. Fill out the form and click SUBMIT.
What information is needed to create a Lead Contact?
While the document doesn't explicitly list the required fields, it mentions an "Add Contact form." It's safe to assume you'll need basic contact information like name, email address, and any other relevant details for tracking and reporting.
What if I need further assistance with adding a Lead Contact?
The provided documentation suggests contacting PulsePoint/MSPware support at 877-844-0032 or support@fidano.com for further assistance.