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UI: Lead
So that the user of the selector can receive his personal result by email, under Menu: Lead > NEW MAIL CONFIG a email form be created. The e-mail is automatically sent to the contact details of the selector user, provided it has been created correctly. The email structure is based on a template.
The resulting lead must also to the distributor be sent. The salesperson receives an email with the entries made by the selector user and their contact details. The structure of the email is based on a Templates.
Under the item Leads you can Interfaces to CRM systems and defined for lead control. The lead control can be routed to a CRM system. Please note: For the CRM connection, a preparatory action by FoxBase is currently necessary - please do not hesitate to contact us. To configure the lead control, click in the area Lead on NEW LEAD CONFIG.
The Leads interface looks like this:
- New Lead Config: Create new lead control
- New Mail Config: Create new mail control
