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Generate a Web to Lead form in Sage CRM (Cloud Edition)

This short video explains how to generate the Web to Lead form from within the Sage CRM Cloud edition administration screens. The Web to Lead form can then be used to capture data from a website directly into Sage CRM.

  • Published by: Jeff Richards
  • Created: 04/29/2016
  • Duration: 3:08
  • Category: Technical-Training

Creating lead records

Create records to capture unqualified information about a person or company who has expressed interest in your products. By following up on this information, you could create future sales opportunities.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 3.53
  • Category: Tutorial