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Creating Leads from E-Commerce Inquiries

Updated over a month ago

Leads are a great way of capturing customer information that might lead to a quote or order. The E-Commerce Inquiries screen allows you to create a lead directly from the inquiry.

  1. Click Menu at the top of the screen

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2. Click E-Commerce to expand the menu

3. Click Inquiries

4. Under the Action column, click +Create attached to the inquiry

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5. Select Lead

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6. Enter detailed lead information. Click Save

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