Leads and the web form

Leads (Service desk group, owners and admins) lists everyone who may become a customer: enquiries from your web form, leads added by hand, and prospects added in Customers. Each has an owner on your team.

The web form

Web form sets up a page anyone can fill in: name, email, company, phone and a message. Turn it on, copy its link and put it on your website ("Contact us"). Each submission:

• adds the company as a prospect in Customers, with the person as its contact;
• gets the form's default owner;
• opens a ticket for the lead, assigned to the owner, if you turn that on;
• notifies people who turned on "New lead from the web form".

Bots are filtered with a field people never see, each address can send a few a day, and the form takes at most 50 leads a day. If your plan has no room for another customer, the lead is kept without a prospect: Add as prospect once there's room. Make a new link retires the old one (if it was copied somewhere it shouldn't be).

Working leads

Change a lead's owner in the list. Open the prospect to work it: send an estimate, propose a contract, and convert it to a customer from its page when it signs. Remove a lead that's spam; its prospect stays in Customers until you archive it there.