CRM · Guide 280 of 624

Capture leads automatically

RockifyERP can create leads automatically from website forms or incoming emails, so no enquiry is missed.

What you need to know

  • Email: set up an incoming email account (such as sales@yourcompany.com) to create a lead for each new email.
  • Web forms: a contact form can create leads directly.
  • Assignment rules share new leads among the sales team.

Tip: Ask the RockifyERP team to connect your website enquiry form to leads.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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