A potential customer named Jane Doe, who is working
for a company called Acme, has just downloaded a trial version of
your software. In doing so she has filled out a form you created
with salesboom.com's
Leads Web Capture Tool. When
she submitted the form a new lead was created in your salesboom.com
organization. You now have enough information to follow up Ms. Doe's
interest in your product. Follow these steps to set up a
Web
Capture Tool that can accomplish this:
- Go to the Leads tab page.
- Click the Leads Web Capture Tool link located
in the Lead Tools section. This takes you to
the leads Web Capture Tool page.
- Click the New Capture Tool button. This takes
you to the New Web Capture page.
- Fill in the Web Capture Info fields and select
the fields you want to use from the Select Fields
section.
- Click the Create/Update button to create
the web capture tool. You will be then taken back to the Web
Capture Tool page.
- The next step is to generate the HTML form that users will
be filling in. This code will need to be copied into your web
site.
Generating HTML Code for your Web Capture
Tool
- Go to the Leads tab page.
- Click the Leads Web Capture Tool link located
in the Tools section. This will take you to
the Web Capture Tool page. This page lists
all of the lead Web Capture Tools that have
been created.
- Select the Web Capture Name of the tool that
you want to use on your web site. This will take you to the
details page for the tool.
- Click the Generate HTML button to generate the HTML that you
will be placing on your web site. This will take you to the
Generate Capture HTML page.
- Click the Highlight Text button to highlight
the generated HTML code.
- Hold the mouse pointer over any portion of the highlighted
code and click the right mouse button. A context menu will pop
up. Select Copy from the menu.
- Your web master can now paste the code into your web site.
- You may also change the look and feel of the HTML form to
match that of your web site.
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