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Perfex CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7&nbs...
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Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. You can set up ...
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Perfex CRM Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe.
The visitors can then enter their names, email addresses, upload attachm...
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We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.
You can include the proposal link inside the email template and let your cu...
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Navigate to leads view from the main menu on the left side and click on the button new lead.
You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open...
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Convert Lead to a Customer
Click on the lead and wait for the modal ...
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You will always need a way to know from where you got the lead.
Go to Setup -> Leads -> Sources and add new source depending on your needs.
To setup default l...