How to set up leads by email in Paint Pals
Getting your company's lead address, confirming it in Gmail, and a Gmail filter that forwards only your lead emails. Then what becomes of each email: new leads in your pipeline, the ones that need a look, and teaching Paint Pals which lead source a sender is.
Chapters
- 0:00Forward emails, get leads
- 0:10Turn on the CRM
- 0:27Get your Leads by Email address
- 1:01Confirm the address in Gmail
- 2:04Two ways to forward leads
- 2:26Filter Gmail down to lead emails
- 3:53The three kinds of emails
- 4:27New leads in your pipeline
- 5:02Leads that need a look
- 5:50Teach it a provider's lead source
- 6:32Where every email ends up
- 7:28Pro tip: fix the source from a lead
- 7:49Wrap-up