Web Leads are generated in the following ways:
- The consumer selects the Contact these Businesses button within your directory. You can enable the Contact these Businesses button via the Directory Control Panel settings. See View/Update Business Directory Settings for details.
- The consumer clicking the Request Info button on the member's individual directory page
- The consumer submits a Request for Proposal.
NOTE: The Pro edition of the software is required for Requests for Proposal. See Request for Proposal (RFP) for further details.
Staff signed up for All Web Leads Pending Approval will receive an email notification when either a Contact these Businesses lead or an RFP is submitted. NOTE: If you wish to approve web leads prior to consumers contacting your members, enable the Require Staff Approval Before Delivery option under Setup > Directory Control Panel. Web Leads may be viewed and approved via the Task List.
- Click Web Leads in the Task List.
- Click the Subject/Message to view details of the Web Lead.
- If you wish to view the contacts to whom the lead is to be sent, click the Show Recipients button.
- To approve the message, and send it to members, click the Approve button. The message will be sent immediately. If this message should not be delivered to members, click Reject. The message will not be sent to members.
NOTE: No notice is sent to the sender of the web lead that their message was rejected.