• Resolved jpite

    (@jpite)


    Once I integrate new leads into UpiCRM, how do I view what pages of site they’ve accessed?

    The page I need help with: [log in to see the link]

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author upi

    (@upi)

    Hi
    You can choose to present post-id in the lead management list

    Does this answer your need ?
    Thanks
    Uri

    Yes, thnx. Do you have a guide that can provide these kind of answers to avoid clogging up support?

    Plugin Author upi

    (@upi)

    Hi,
    please see – on our home page – you have a youtube video showing how to config UpiCRM – including fields mapping…

    thanks
    Uri

    Seems the version I just downloaded doesn’t have that option. Below “Map existing forms files to UpiCRM structure database field: is empty. Next “Existing Fields” and “Existing Statuses” – it does not appear like the YouTube video…

    OK, got it, thnx. Seems plugin doesn’t work with CF2E, but I added Contact Form 7 and functioning now with contacts.

    regarding adding post-id in lead management, assume I have to add a new ‘existing fields’ called “post-id” then when the person submits the contact form their landing page will display? If instead of contact form 7 I used Gravity Forms and made the form a registration form, would the lead management then display all pages that the lead went to?

Viewing 6 replies - 1 through 6 (of 6 total)
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