CRM Setup Information
Please provide the following information for your CRM Setup.
Email address *
First Name *
Last Name *
Business Landline Phone *
Business Mobile Phone *
Business Fax
Business Email *
Email 'From' Name (eg Business Name or Your Name) *
Business Name *
Business Address *
Business Address 2
Business City *
Business State *
Business Postcode *
Business Country *
Have you set up the CRM Logins yet? *
If it is set up what is the CRM Link (URL)
CRM Username
CRM Password
How will you provide your current list of contacts? *
Required
Migrating From CRM Name (if migrating contacts)
Migrating From CRM Username
Migrating From CRM Password
Is there a form on your website that you want connected to the CRM?
Website Address
Website Login Page
Website Login Username
Website Login Password
We will create General 'Tags' for Lead, Prospect, Customer, Past Customer. List other Tags to identify people in your database (eg Newsletter, Website Contact Form, eBook Download,...). Not a long list and you will be able to add to this easily at a later stage.
Describe the first email autoresponder campaign you would like created (Purpose, What is delivered, how you see the process from when they subscribe, ...)
Special Instructions / Requests / Questions
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