13. Connect Your Lead Sources
NOTE: If you do not need to connect any lead sources (ads, canvassing tools, dialers, etc) you can SKIP this step.
Common Lead Sources
- Online Lead Sources (Solar Exclusive, CEE, Prospect Bacon, FB Leads or YT Leads, etc)
- Canvassing Tool (Ex: Sales Rabbit, RepCard, etc)
- Dialer/Predictive Dialer (CallTools, ViciDialer, etc)
How to connect lead sources:
- Gather all information you have for your lead sources
- Name of lead source/service you’d like to connect
- If applicable: Contact information for the support team of the lead source (email, phone number, etc)
- Any other information that you have that is important or useful!
- Submit a support ticket in CRMX with the information you have collected above
- Ex of what to submit for Online Lead Sources: “I would like to connect my lead sources, the lead source is Solar Exclusive, here is their support email: example@gmail.com”
- **Ex of what to submit for connecting a canvasing tool: “**I would like to connect my canvasing tool, the canvasing tool is Sales Rabbit. Here’s their support email: example@gmail.com”
- **Ex of what to submit for connecting a canvasing tool: “**I would like to connect my dialer, the dialer is. Here’s their support email: example@gmail.com”
After submitting a support ticket with all of the info you can move on to the next step.