xRM4Legal for the Call Center     Web2CRM Print Screens
Introduction• Web2CRM integrates Internet Lead Capture  form submission from your website into data  records in your CRM s...
7 Easy Steps1.   Login2.   Select Organization3.   Select Form4.   Design Form5.   Save Form / Preview HTML6.   Publish7. ...
Login
Select Organization
Select Form              Multiple forms can be              created per CRM              entity for audience-             ...
Design FormLink form data to records in CRM such asCampaign Responses, Cases andClient/Contact/PNCs
Save Form / Preview HTML
Publish
Copy and Paste HTML
Test from Website
Test Record Creation in CRM
Upcoming SlideShare
Loading in …5
×

xRM4Legal for the Call Center Web2CRM

0 views
1,000 views

Published on

Web2CRM integrates Internet Lead Capture form submission from your website into data records in your CRM system
It is offered as a SaaS solution with hosting of all the technology necessary to create, present, and process the form data
With Web2CRM you can build a website form in just a few minutes! – with no programming required

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
0
On SlideShare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

xRM4Legal for the Call Center Web2CRM

  1. 1. xRM4Legal for the Call Center Web2CRM Print Screens
  2. 2. Introduction• Web2CRM integrates Internet Lead Capture form submission from your website into data records in your CRM system• It is offered as a SaaS solution with hosting of all the technology necessary to create, present, and process the form data• With Web2CRM you can build a website form in just a few minutes! – with no programming required
  3. 3. 7 Easy Steps1. Login2. Select Organization3. Select Form4. Design Form5. Save Form / Preview HTML6. Publish7. Copy and Paste HTML
  4. 4. Login
  5. 5. Select Organization
  6. 6. Select Form Multiple forms can be created per CRM entity for audience- specific webform layouts
  7. 7. Design FormLink form data to records in CRM such asCampaign Responses, Cases andClient/Contact/PNCs
  8. 8. Save Form / Preview HTML
  9. 9. Publish
  10. 10. Copy and Paste HTML
  11. 11. Test from Website
  12. 12. Test Record Creation in CRM

×