Product Blog

How to capture web leads directly into Tactile CRM

Written by admin on Tuesday, October 13th, 2009 at 11:25 am.

Tactile CRM has a built in tool for you to easily add a web form to your website so you can capture leads and customer data directly into Tactile CRM. Check out the 30 second video below on how to set it up, or scroll down to see more information:

Setting Up A Web Form

Setting up a web form in Tactile CRM is easy. Login as an admin user, visit the admin section and chose the ‘Configure Tactile CRM Web Form’.

You’ll need to choose which values you want to capture and make sure you tick the ‘Enable Web Form’ box to turn this feature on.

Web Form Setup

Click save and copy the code Tactile CRM gives you into your website and start collecting leads from your website. Check out our website to see a web form in action