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xRM4Legal for the Call Center Web2CRM

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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

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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

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