Page 8 - 9 Nifty Tips To Optimize Web Forms

9 nifty tips to optimize web forms

TIP #49 Filter records before adding

TIP #
them to your CRM.

Someone in your sales team needs to give thumbs up

to the leads that are getting added to your CRM system.
Captcha is basically to avoid spam. But what about junk
leads that enter your CRM?

When your web form and CRM system are tightly
connected, possibilities are that the ‘not seriously
interested’ leads get added too. You definitely do not
want your sales people to waste their time on junk leads.

Keep a check on records that are automatically added
and approve them before they are ready for the sales
team to follow up.

In ZCRM - Approve records
generated from web forms

Zoho CRM Resources 8