TABLE OF CONTENTS
- Create the Widget in Prospecting Tool
- Embed Widget in your website
- Monitor Leads in the Prospect Dashboard
Create the Widget in Prospecting Tool
Navigate to the "Prospecting" section in your "Marketing" tab. That is where you can create new widgets.
Customise the Widget: Customise the form heading, colours, background, and even the theme of your Widget (Light or Dark) to fit your website.
Currently a Location can create only one widget in Prospecting tool.
Embed Widget in your website
- Once you are satisfied with the widget design and settings, generate the embed code in the settings tab.
- Log in to your website's backend or CMS. This could be WordPress, Joomla, Drupal, or any other platform your website is built on.
Navigate to the page or section where you want to embed the Prospecting Tool Widget. This could be a dedicated lead generation page, a sidebar, or any other suitable location.
After embedding the code, visit the page on your website to ensure the Prospecting Tool Widget is displaying and functioning correctly. Check for the following:
- The widget loads without errors.
- The widget's dimensions fit well within the page layout.
- All interactive elements of the widget work as expected.
Monitor Leads in the Prospect Dashboard
- Log in to the Prospecting Tool Dashboard: Access your Prospecting Tool account.
- View Lead Details: Navigate to the prospect dashboard to view the details of the leads who filled out the widget form. The Leads will have "Forms tag" across their name.
- Connect with Leads: Use the contact information and business details provided by the leads to reach out and convert them into successful clients.
Embedding the Prospecting Tool Widget into your website can significantly enhance your lead generation efforts by providing visitors with an intuitive and powerful tool for exploring business opportunities. By following these steps, you can seamlessly integrate the widget and start capturing more leads from your site. If you encounter any issues or need further assistance, please reach out to our support team.