Who Will the New Lead Notifications Be Sent To?
Each time a new Leads come into the CRM
, there will be an Email notification that gets sent to anyone in the firm that you choose to add within Firm Settings.
- Navigate to Firm Settings
- Select CRM Options
- Under the section, Notified Users for Form Submission, there is a list of users within your firm. These are the users that will get the email notifications.
- You can add users by selecting their name from the list and then click on the plus sign to add
- You can remove a user by clicking on the trash icon next to their name
How Do I Create Leads?
If you would like to enter in a Lead manually into your Zola CRM you can do so by: Using the Quick Add tool From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the New Lead modal: You will need ...
How Do I Manually Add the Zola CRM Webform to my Website?
Zola Suite's CRM feature allows you to have leads created for you directly through your website. When a prospective client fills in their information through your online form, their details will automatically show up in Zola CRM. If you have a ...
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
Email Setup Overview
When you log into Zola Suite, the first page you will see is the Dashboard. The left hand window will display a message to get started Select "Click here to get started" OR go to My Settings, scroll down to Email Setup, and Click Register. A new ...
What Is a CRM?
Zola Suite's CRM is a Customer-Relationship Management system to better manage your Leads, intake, and referrals! Identify and cultivate high-value prospects Automatically track where your leads are coming from Organize leads by source, practice ...
Experiencing degraded performance in Zola Suite?