Before you begin: This article is written for TapClicks users who are familiar with the platform and are interested in using the TapClicks Leads Management module. This user guide details the steps for using the Leads Management feature.
Why Use Leads Management?
Enabling Leads Management facilitates the following:
- Ease of import and export of leads via CSV files
- Ability to manage leads data with additional notes such as quality and current status of leads
- Capability of adding tags for qualifying leads
To use Leads Management, you must have access to the Leads Management module. If you do not have the required access, please contact your Customer Success Manager. You must also enable each of your clients for whom you wish to use this feature.
If you have questions about Leads Management features and capabilities, your best course of action is to contact your Customer Success Manager. To learn more about Leads Management, see the FAQs below.
What is Leads Management?
Leads Management is a way for TapClicks users to provide a light-CRM functionality to their clients, so that those clients may track their own leads in the TapClicks platform. When you use the Leads Management feature, you will be able to collect leads into TapClicks so you can automate actions and analysis.
Leads Management uses two primary mechanisms for getting leads in the platform:
- Users can bring leads in through a variety of call-tracking Data Sources.
- By using the TapLeads tracking code snippet that is installed on your client’s web pages to collect form submission data.
What Data Sources are Available for Leads Management?
The following Data Sources are currently supported to provide data to the Leads Management module:
- Avanser
- CallCap
- CallRail
- CallSource
- Convirza for Advertisers
- CallTrackingMetrics
- Delacon
- DialogTech
- DudaOne
- Facebook Ads
- FreeSpree
- Icontact
- Marchex
- Marketo
- Responsetap
- Salesforce
- TapClassifieds
- TapLeads
- Telmetrics
- TruMeasure
- Twilio
- Unbounce
- Wufoo
How to Enable Leads Management for a Client
1] Log in to TapClicks and on the Admin menu, click Clients.
2] To locate the client for whom you want to enable Leads Management, either scroll through the list of clients or enter the client name in the search box (results appear automatically).
3] After you locate the client, on the far right, click the edit (i.e., pencil) icon.
4] On the Settings tab, scroll down to the Leads section and slide the 'Enable Tap Leads?' slider to the right.
5] At the bottom of the page click Save.
6] Repeat steps 2 - 5 for each client you want to activate.
How to Use Leads Management
7] On the Data menu, click Data Source Settings.
8] On the right side of the Data Source Settings page, slide the Lead Collection slider to the right. This will activate TapLeads throughout your dashboard.
9] Optionally turn on lead comments by sliding the Show lead comments slider to the right.
| NOTE: Once you’ve enabled Leads Management, leads from those Data Sources will start flowing into TapClicks and you will be able to visualize them in a number of ways. Aside from the Data Sources listed above, users can also enable TapLeads to collect leads from form submissions. For detailed instructions, see this article on how to set up TapLeads. |