Setup a Custom Lead Form - Referral Partners / Events / Seminars / Etc

Do you ever showcase your Agency at local events/seminars/conferences, where you try to get leads to quote?

Stop collecting cards/info in a fishbowl....that's so old school!

With AgencyZoom you can create a custom event-specific lead form that will send leads to your sales team in real time...and they'll already be tagged with the correct lead source.

HERE'S HOW:

 

Step 1 - Click My Agency --> Lead Sources

 

Step 2 - Click +Add Referral Partner

The name of this will soon change to "Sources w/ Lead Form"

 

Step 3 - Fill out the Pop-Up as follows:

Screen_Shot_2019-04-15_at_2.27.01_PM.png

 

Step 4 - Save and double check the web form link of your newly added lead source

 

Screen_Shot_2019-04-15_at_2.28.51_PM.png

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