Manually adding in leads rather than the csv Import

  • Resolved ollie

    (@ollietri-alliancecomau)


    7 years, 3 months ago

    Hi UPI team,

    This is an amazing plugin and really cant wait to get a into the full potential of what you have created.
    I am just curious what is the best practice to add in manual leads, example many of out leds come in via phone and email not directly off the site.
    Is there a way of adding a solution so we could go to a page in the admin where we could add the details and assign a status as we are taking a call or reading an email.

    i guess the other way is to get them to fill in a web based form that channels to UPRCRM.

    Look forwards to your advice.

    Regards and Thanks in advance.

    Ollie

Viewing 5 replies - 1 through 5 (of 5 total)
  • RickHN

    (@rchinchilla)

    Hi Ollie

    I did create a form with contact form 7. works well!

    Plugin Author Upi

    (@upi)

    Hi
    in order to manually add leads – we usually recommend to just build a user form in a hidden / dedicated page .

    In the future, would you be able to tie this into the plugin? I’d rather not have the sales team leave the dashboard to input a new lead.

    Thanks!

    • This reply was modified 6 years, 10 months ago by advertiseit.
    Plugin Author Upi

    (@upi)

    Hi
    we’re thinking about it and we consider it a very non-straight issue…
    In order to allow user entry of data – we’ll need to enforce all the forms’ validations, formats, captcha etc. we haven’t found a straight forward way of doing this… any suggestions will be appreciated…
    Thanks
    Uri

    Am I wrong in thinking that Contact Form 7 would handle the bulk of the heavy lifting?

Viewing 5 replies - 1 through 5 (of 5 total)
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