Lead Redirection

  • Resolved Jakob

    (@jwthecolorist)


    9 years, 6 months ago

    Hello!

    Thanks for taking the time to read my question. I have a specific problem and I’m wondering if UpiCRM can solve it? Basically we have thousands of business cards that will be handed out by hundreds of representatives. Each card will have a code on the back specific to the rep who handed out the card and each rep will potential have hundreds of cards with their specific code on it. I need to build a landing page with a form that allows the potential lead to put in the code on the card they received and then the form will send an email or notification to the respective rep who handed out that card.

    Does anyone know if this possible with UpiCRM? It looks like it might be but I’m not sure.

    Thanks for your time!!

    Warm Regards,
    Jakob Woodruff

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Upi

    (@upi)

    9 years, 6 months ago

    Hey
    With th auto lead management feature you can do exactly that.
    Set the code in ranges and then auto assign leads to users based on logic.
    If you need more help please contact us on our website.
    Thanks

    Thread Starter Jakob

    (@jwthecolorist)

    9 years, 6 months ago

    Thanks! It seems to be working well. I do have another problem but i will start a new thread. Thanks for the support!

    Jakob

    Plugin Author Upi

    (@upi)

    9 years, 6 months ago

    I’m glad to hear! will be nice if you can share on how you implemented your solution.

    Thanks
    Uri

Viewing 3 replies - 1 through 3 (of 3 total)

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