Marketplace

Lead History

Every lead in our system has a timeline.  That timeline can start from before they became your lead, or it may start with them becoming your lead.  It all depends on how well we can track a visitor to your forms and pages, and our website.  The timeline gives you can idea how they got into our system, what they've been up to, and what you (or someone on a team) has done with the lead.  Every time you send an email to a lead, it gets logged.  If you schedule an appointment, it also gets logged, and it is shown here.  Same with comments.

Alternate Contacts

Sometimes you will get a lead that works for a company, but when you reach out to them they will put you in touch with someone else in the company.  In certain situations you might talking to and working with a few different people.  To keep those contacts organized, and to not generate multiple leads for one contact, we give you the ability to add alternate contacts to a lead.  When you email the lead, an email will only go to the primary contacts email.

Keeping Notes

If you want to keep notes about a lead, and keep those notes private, use the "notes" tab to do that.  You are the only one that will see the notes if you share the lead with a sale team.  Any time you contact a lead, you should take some notes so that when you contact them again, you can have the notes tab open to refresh your memory about what you discussed with them before.

Custom Data

While EBB provides fields for pretty much all the common information you could get from a lead, there is a way to store custom information if you need to.  You can add that information manually or you can add it automatically when they fill out a form.  Any custom form fields you create will get captured, and the data will be under the Custom Data tab.  So you could ask them to fill in an answer to a question on your capture form, and the answer they provide will get stored.  There is no limit to the data you can collect.