Just in time for QuickBooks Connect being held in San Jose (CA), Method has made some substantial changes designed to improve lead management when using their their 'Web to Lead' App (WTL), which is bundled in their Sales Pipeline pack. The Web to Lead App also works in conjunction with their Opportunities App.
Source: Method
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With the new changes Method Subscribers (with the appropriate feature set) can:
- Create multiple version of your web to lead form, with unique preferences for each. This allows you to accurately track where your leads are coming from.
- Create two pages for your web to lead form with each having a separate 'Lead Source' and 'Assigned to' preference.
Source: Method
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- See all of your form pages simply by opening your Web to Lead App. Key metrics are displayed for each page including page views, responses and response rates.
Source: Method
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- See a list of all the responses to your Web-to-lead forms, select any one response and be taken directly to the opportunity created for that lead.
Source: Method
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Method subscribers already making use of the Web-to-lead App should already have the new features now. Method subscribers who are not currently using Web-to-lead will need to install the Sales Pipeline pack, which contains the WTL App; contact Method Support for assistance with the change.
If you are not already a Method subscriber, but Web-to-lead sounds like something you either can't live without, or would like more information on, you have a few options: (1) head over to the Method.me website, (2) contact Method via phone at 1-888-925-6238 [during regular business hours: M-F, 9-6 ET], (3) take a tour of Method's Lead Management, or (4) stop by the Method Booth while attending QuickBooks Connect.
You can also find out more about Method from Insightful Accountant's QuickBooks Connect Exhibitor Profile.