Leads

This feature is only available in a sales organization.

You can easily set up a link that will enable new customers to simulate their potential projects. The link directs end users to a page where they can, in 3 easy steps, generate a simulation and get a report sent to them.

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This will provide the sales organization with a new lead and a potential new project.

Open the “Unhandled Leads” on the dashboard

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On the Leads dashboard, you will see information about who has completed a simulation with the fast track solution. And you can see who you have contacted or who is unhandled.

You can turn on and off the notifications and copy the Fast-Track link.

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You can easily control who gets these notifications in the member menu

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The solutions overview is where you control what robot configurations you would like to use in the Fast-Track link. You can also create new configurations here.

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A Robot configuration used for Fast-Track can have more description and information about price, if you like. You can add a link to your homepage where customers can read more about the solution. You can also use your own graphics.

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