There is an exciting new Method feature that will change the way you manage your contacts and leads! With the web-to-lead form feature, you can post a form to your website and have the information pushed directly into Method, and synced with QuickBooks. No more manual entry of information from the web! We recently had a client utilize this exciting new feature as a way of registering their members for a class. Their members now go to the Internet to register and the information is directly pushed into Method.
What is a Web Form?
A web form is a web page that collects information from your visitors. It can be used to capture information about potential customers that visit your website, could be used as a registration form for classes or other events, or can be used in any situation where you need to get information from your customers. Information forms, or checklists could be a good use of this feature too. A standard Web-To-Lead form enters a potential customer as a lead in Method, creates an opportunity, and a follow up activity, so you don't have to copy and paste them into Method, or hire a programmer to design a form using the MethodAPI.
Give us a call to see if the web-to-lead forms feature is right for you.