General information about LeadBox
General information
LeadBox account registration
You need an account of the LeadBox service to make the necessary integrations and set up the transfer of leads to your CRM system.
What is LeadBox
How does the LeadBox service work and how it will help you
What integrations LeadBox has
Which services does LeadBox integrate with?
LeadBox functionality
What functionality does LeadBox have?
What is the Register
What is the Register and how to work with it
Customizing LeadBox features
Creating a collection of responsible users
To configure the distribution of leads among managers, the "Collections" functionality is used.
Set up rules of integrations
LeadBox gives you the opportunity not only to solve the issue with duplicate contacts, but also to configure the rules for creating new deals according to your business process
Field mapping settings
At the level of the integrated sources of receiving leads, you can configure which data from the leads to which fields of the CRM system you want to transfer
Filter settings
What is functional filtering for and how to set it up?
Setting up the distribution of leads to responsible users
How to configure the distribution of leads among managers in the CRM system