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There are two ways for leads to enter the system. The first is a manual process by typing in the lead information using the Add Contacts area available on most of the sections. The second is by using custom created forms in the MyForms area or have Bridgeleaf Studios custom build and install the forms on your web site. Once the web site visitor fills out a web site form, their contact information is automatically stored inside the Bridged Exchange CRM application. Users can assign leads to employees, add notes to the lead, change the status of the lead, upload documents, create events, adjust next contact dates, and create an on going customer history from one centralized area. Convert the contacts into clients when sales are made. All information in the MyContacts area is then converted and stored under the MyClients area. Additional functionality is available once the contact becomes a client.
- In this section users have the ability to view the contacts separately from the other "Detail Views". In this section users can Add, Edit, or Delete Contacts. Additional search parameters have been added to this section to allow the users a much broader search using Category/Subcategory search, number of records per page, and text box to search by keyword. Upon clicking the icons next to the records, users will see a popup box appear with the associated information. Depending on the user access, certain icons may not appear.
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