Basic contact form - Leads Module
Is it possible to create a simple contact form that collects only the customer name, telephone number, email address and the problem that they are having and have that information post to repair shop as a lead.
I thought the self service embed code would do this but it automatically creates a ticket which I don't want. I am looking for a website integration so the workflow is as follows
Customer fills in form on site
Information is posted to leads section of Repair Shop
Customer is redirected to a custom thank you page on our website.
If anyone has something similar integrated and working, could you let me know please?
Custom Widget flows allow for this to happen.
https://feedback.repairshopr.com/knowledgebase/articles/797031-custom-widgets
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Paul commented
I have this going and working for me to the point that i now have leads coming into the system. I find the workflow of this pretty difficult once I have the lead in the system. If I click process my options are to create a customer or customer and ticket.
I can choose to send them an email which is what I am choosing to do however the lead still stays on the dashboard as essentially unread and the number of leads (in the red circle) stays the same. Without going into each lead regularly and checking to see if a customer has responded to my email the system does not notify me of responses.
I don't really want to turn leads into customers / tickets until I have essentially won the job and converted the lead.