When you login to VIA, the website leads tile will show you every lead which has been submitted on your website alongside key information relevant to their enquiry.
Where a contact has submitted multiple leads that haven’t been actioned, they will be grouped together within the tile to give you a complete history of the contact’s interaction with your website
How do I see this information?
Simply login to VIA. The Website Leads tile will be on your home screen/dashboard
Who’s see’s what leads?
Everyone will only see the leads which are relevant to the office they are associated with:
Arrange a viewing requests will display for the branch marketing that property
Valuations will appear for the branch that deal with in that operational area
General call me back forms will display for all (as there is no way of defining who should deal with these general leads)
Super users of VIA who are not allocated to specific branch will see all leads
How do I action the lead?
Click the email icon to email them back on any email client you have open (such as Outlook or Gmail)
Click the phone icon to telephone the contact back. If you’re accessing VIA on a mobile, you’ll call them directly from your mobile. If you’re accessing VIA on a desktop, you’ll need a calling/telephone application installed
Click the blue “Update” or “Action Lead” button. If you are using the Website Edition of our software, the lead will simply disappear from the tile. If you are using the Lead Manager Edition or CRM Edition of our software, a pop up will appear where you can add a note and set a review date to catch up with the relevant lead
What if I want my staff to access this lead information but I won’t want them editing the website?
If a user has the following user rights, they will be able to access the website leads tile and action leads, but not be able to edit your website:
Advanced User
Standard User
Basic User
Read Only User
Can I see a report of all of my leads?
If you are using Lead Manager or CRM Edition software then yes.
Click Reports > Website Leads to search for website lead reports. You can filter the report to show specific information you need
Only Super User and Managers can access Website Lead reports