Email-to-Lead

Screens

The button is conveniently located on the Microsoft CRM menu bar within Outlook. When an E-mail is selected and this button clicked Email-to-Lead will configure an e-mail based on a "Saved Configuration" or launch Email-to-Lead to configure a new email for Lead conversion.



E-mail-to-Lead allows "Settings" from an Email-to-Lead menu line on the "CRM" menu within Outlook. Controlling automatic operation and the associated progress bar allows operation automatically upon incoming email with and without a pop-up notification. Other functions such as text cleansing and text prefixing are controlled in the Settings window.



E-mail-to-Lead allows "Configuring" from an Email-to-Lead line on the CRM Menu within Outlook. Controlling automatic operation and the associated progress bar allows operation automatically upon incoming email with and without a pop-up notification. Other functions such as text cleansing and text prefixing are controlled in the Settings window.



From the Saved Configuration Tab Email-to-Lead can save, copy, and edit configurations. The "New Copy" button only appears if an E-Mail that has been selected in Outlook and compared to a Saved Configuration has matching a source. This function then returns those field headers in the new E-mail Configuration field list that match those within the selected e-mail and selected saved configuration allowing addition of unique fields to the New configuration.






Once configurations are established e-mails can be converted to Input CRM Leads individually, on-the-fly, in batches, or automatically as e-mails are received, with or without the conversion status meter appearing.




E-mails conversion completed are flagged Green and moved to an other folder.



A Web form that offers prospects access to valued information resources in exchange for their contact information to be used in other marketing activities such as a e-newsletter mailing begins the automated marketing process. 

The E-mail with form-data received from website - one of numerous tools to collect prospect/client information. Note all the marketing information fields that were not visible on the form filled out by the prospect but are added to the form to fill out CRM Lead data that can be determined by the type of web form or resource requested. A lot more valuable marketing data than meets the eye.

Text cleansing ensures eye appealing and uniformly formatted data




From the Mapping view during configuration you can see Text Prefix setting using dates or text like program names or formatting characters allows powerful control of automatically managed lead handling.



The powerful results of text prefixing, upper/lower formatting, Website URL generation, and handling of hidden fields from the web form can be seen in the Leads view such as the topic information above. By placing hidden fields in your web form you can cause any settings in CRM lead.



E-mail-to-Lead is sophisticated enough to allow configurations based on field position and not just field name for situations where a form e-mail to be configured does not include the headers.



E-mail to lead will Parse First and Last Name if they appear in an e-mail's single Name field if that field is matched to the CRM Lead field "First Name". This automatic functionality allows handling of web forms that have only the full name input and must be re-configured to fit CRM Leads First Name and Last Name fields and System Required Last Name field.



Extensive log creation provides an audit path and rapid solution support.



The "About" page . . . Lite and professional version from the same set-up.