Video 0.56: Generate leads from colleagues, partners and external sites
The best way to generate leads from your colleagues, partners and external sites, is to create Forms and Landings pages through Upsales and thereafter include them in your preferred channels, either it be on the website, in emails or other digital forums
Step 1. Create the Forms and Landing Pages that you wish to use to generate leads
Go to Forms and Landing Pages and click New Form
Step 2. Customise the New Form according to your preferences
Include the fields of the information you want to collect about the leads
The New Form will generate leads that can be automatically or manually assigned to your sales people, who will contact them in the preferred way.
Bonus tip: Use the allocated UTM links in the social media platforms you wish to target i.e. by embedding your New Form in a LinkedIn post