Our Website Quoter offers the option to collect leads generated from your quote engine using our default lead form, forms integrations, or a custom URL. Depending on which method you select will determine where you access that information.
When using our default lead form, your leads will be accessible using the "Leads" section of your Dashboard. You will be notified that those leads have been received via the dashboard and/or email.
In the "Settings" area for your Website Quoter, you will see a card titled "General." On this card, you can designate an assigned member for the Website Quoter. This member will automatically have any leads assigned to them in the "Leads" card as well as receive notifications in the inbox of their dashboard, in the upper right-hand corner.
In addition to dashboard notifications, our website quoter offers the option to send yourself, employee, and/or business partner leads via email notifications at two different points during the quoting process. The email that receives notifications, along with when notifications are sent can be configured in the "Settings" tab of the card for your Website Quoter.
Viewing Lead Information
To view lead information, log into your Dashboard. In the navigation on the left-hand side, click "Leads." This should bring up a list of all of the leads generated from either your website quoter or your mobile app along with different information about the quote that was run. Here are some things to know:
If your website quoter is using the forms integrations in the "Quote Actions" tab, the leads will be handled in whatever method the form builder you are choosing allows or designates. Or if using the custom URL in the "Lead Form" card in the "Settings" tab, the leads will be handled in whatever method the custom URL you are choosing allows or designates.
Questions or feedback? Feel free to reach out to our Support Team at email@example.com or call 800-250-5152 #2.