Leads
Created by jg (Unlicensed)
Last updated: Sep 10, 2018 by Jugal Joshi (Unlicensed)
Overview
Leads is a module that is used to track communication with site visitors who contacts staff via the Contact Us page. Each lead entity is created for each contact occurrence.
Fields
Field | Description |
---|---|
Status | The status of the communication:
|
Contact | The contact person who sent this message |
Subject | Title of the message |
Message | The body content of the message |
Actions
Action | Description |
---|---|
Standard Operations | The Leads entity supports all of the Entity Actions. |
Create Lead Entity
to create a new Lead entity:
- Log into Learndot as an Administrator
- Navigate to Customers > Leads
- Click on the New button
- Fill up the form (explained above), and hit Save