The Add New Lead window allows CRM users to retrieve detailed client information by making a GET request using a unique ID. This feature is specifically designed to assist users in handling client inquiries about direct mail marketing campaigns sent by BDS. By entering the unique ID provided by the client, users can access relevant details to streamline the lead management process.
Steps to Use the GET Request Feature
Login the CRM
Click in create New Lead button to open the window.
Obtain the unique Id from the client on the direct mail marketing material sent by BDS.
Enter the unique ID
Review the Retrieved Data: If the ID is valid, the following information will populate the form:
Data Source
First Name and Last name
Estimated debt
Phone Number
Data Source Settings
A new function is available in the data source setting menu, exclusive to the "Print & Mail Marketing" data group. Users can toggle between:
Direct Mail Look-up via API:
If selected, all apps created as a result of direct mail look-up will be automatically assigned to the campaign (data source): "Direct Mail" as the default setting.
Only one "Direct Mail" campaign can be active at a time when using this option.
Direct Mail Upload: Users can upload data manually for the campaign.
