A market is the category a lead is filed under — "Mortgage", "Solar", "Insurance". It decides which form somebody fills in when they add a lead, which products can be attached, and how leads are grouped when you go looking for them.
This is administrator territory. Nobody can add a lead until at least one market exists, so this is usually the first thing set up in a new organization.
What you'll find here
- Markets Explained — the category hierarchy, and why a market is more than a label.
- How to Add a Market — creating one.
- How to Archive or Reactivate a Market — markets are never deleted, only archived, so the leads already filed under one stay readable.
- How to Assign Custom Forms to a Market — attaching the extra questions you want asked.
- How to Connect a Market's Loan Origination System — for mortgage work, linking the system that handles the loan file itself.
The order to do things in
Create the market, then create the vendors and products that supply it, then assign any custom forms. A market with no vendor behind it will block anyone trying to add a lead to it, because a vendor is required on the lead form.
Katika sehemu hii
Makala zinazohusiana
Baadhi ya viongozi wakijibu maswali yaliyo karibu.
Custom Forms
A custom form is a set of extra questions attached to a market, asked when somebody creates a lead in it. Solar leads need roof age; insurance leads need vehicle details; neither belongs on the standard lead record.…
Mwongozo wa Ununuzi
Kuleta inaongoza katika faili tayari una - spreadsheet kutoka kwa muuzaji, nje kutoka mfumo wewe ni kuondoka, orodha kutoka tukio. Ikiwa unaongoza mara kwa mara kutoka kwa chanzo hicho, usifanye hivyo kwa mkono kila…
Vendors and Products
A vendor is where a lead came from — a lead supplier you buy from, a partner who refers business, or your own organization when you generated it yourself. A product is what the lead is interested in. Both are required…