Send Leads to CRM Email

Send Leads to CRM Email

When you get leads, you need to be able to follow up. If you have a Customer Relationship Manager, you may need to send leads to CRM email. Learn how to send lead registration information to an email given to you by your CRM

Send Leads to CRM Email

Many Client Relationship Management systems have the capability to parse lead information from an email. There is a way to use this feature in IDX Broker Platinum to accommodate such CRMs. If you have Lite, you can accomplish this, but in a less delicate way.

For additional support with lead management via email, read our Knowledgebase.

2017-04-10T08:37:10+00:00