Leads Other Info

"I didn't realise AdminBase could do that!"

Having the correct information about a lead can mean the difference between a sale and a wasted visit. But did you know you can specify questions that need to be answered before the lead form can be completed?

In Leads > Lead Settings > Default Lead Questions you can choose required questions for a specific product type.  You can also choose if this question has to be answered before the lead can be saved. 

This ensures that your lead is viable before sending a valuable salesperson out to see them.

First set up your lead questions for the specific product category. Create different questions for different products

When setting up your questions you can make them multiple choice and also make the question mandatory.

When filling in the lead information, these questions can be found in the 'other info' tab.

AdminBase wont let you hit 'close' before all the required infomation has been entered. 

To learn how to use Lead Other Info tab please see the training video “How to use the Other Info questions in Leads”

Need help? Call us on 01283 551005 and we can talk you through the process, or head over to our support site