Marketing Automation
From vtiger.com
[edit] How to capture leads from Web site to vtiger CRM?
Ans: You can capture leads from Website using the Web-to-Lead form. For more details refer to: Web Forms User Manual.
[edit] How to associate Leads to Campaigns?
Ans: Method you can follow is:
1. Create Campaigns you visit and save them with required details, like type of campaign,etc.
2. Enter and SAVE the Leads generated (prospective business cards) with the Lead information - company name, details etc.
3. Once saved, on the Leads 'More Details' page Use the Select Campaign to map your Leads to respective campaigns.
[edit] How to convert lead to account, contact, and potential?
Ans: In lead detail view, click the Convert Lead button and following lead conversion procedure. Once lead is converted, you will have account, contact, and potential.
[edit] Why my leads are not converted to accounts properly
Kindly do the followings to get failed queries in the page itself.
1)go to include/database/PearDatabase.php file.
2)at line no:680 replace the code //$this->database->debug = true; with
$this->database->debug = true;
3)now do convert lead operation. you get the failed queries in the page.
[edit] How to send mass email for campaigns?
Description: How do I go about in assigning a campaign to all accounts OR if I want to mass emailing to my contacts or leads on a special campaign product?
Ans: TBS
[edit] Could I export single leads, contacts, etc. or only all leads, contacts, ... to cvs or better vcard
Ans: At the current release you can not export a single lead, contact etc. As a work around you may use the outlook plugin or the thundebrd extension and export a single contact from there.
[edit] Is import restricted only for 500 entities?
Ans: No, there are no restrictions in data import.
[edit] I need skype support. What are the steps to use this feature?
Ans: To use skype feature, while ading the custom field for skype, you need to provide the skype ID/number under custom Information. Clicking on the skype ID/number provided here will automatically connect you to the skyper by calling that ID.
[edit] Under lead status whats the difference between hot & warm.
Ans: Hot - Lead has capacity and willingness, in the decision-making process. Warm-Lead has expressed interest in pursuing the potential