How do I add a lead source to Lead Capture?
Platinum Feature: Automatic Lead Capture is available with the Cloze Business Platinum Plan.
- Turns leads received by emails into contacts automatically.
- Notifies you of the arrival of a new lead
- Enhance contacts with information from the lead email
Please see below for step-by-step instructions on how to add a new lead source. Feel free to chat with us or email us at email@example.com for assistance.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Assistant section and tap on Lead Management to expand the section.
4.) Scroll down to the bottom of the Smart Suggestions section.
5.) Then enter in the email addresses that send you leads.
For example, email notifications from JotForm web forms are sent via the email address firstname.lastname@example.org. To capture leads from JotForm you would enter email@example.com.
For other services simply enter the email address that sends you the leads.
Leads from this lead source will be assigned to the Segment you set here. In this example, leads from firstname.lastname@example.org will be assigned to the Buyer Segment.
Leads from this lead source will be assigned to the Lead Source you set here. In this example, leads from email@example.com will be assigned to the Lead Source "LeadRou".
Enable Lead Settings as needed.
- Activity Measure - enable any activity measures you have set in your account
- Lead Origin - set the lead origin (e.g. Agent Generated or Company Generated)
- Skip when sharing customizations - when customizations are shared with the team, skip sharing this lead capture
- Auto Accept Lead - accept the lead automatically (i.e. you don't need to tap on the accept button)
- Copy Message to Team on Accept - shares the lead capture email with the team
- Allow Sharing on Accept - shares the lead's profile and timeline with the team (based on role and permissions)
- Assign Lead on Accept - assigns the lead to the appropriate team member on lead acceptance
- Script Lead Processing - Cloze also offers advanced scripting to automatically extracts custom information from lead email notifications you receive. Please reach out to firstname.lastname@example.org for assistance with this feature.