If you'd like to invite a Client to view, bookmark, or sign up to your website, please follow these directions.
Clients are divided into two categories:
- A Contact is someone who has a source of CSV Import, Manually Created, or Emails / Contacts Sync whereas everything else is considered a Lead.
In order to convert a Contact into a Lead, you must invite the Client to your website.
1) From the left taskbar, click Contacts
2) At the top-right, click the Invite To My Site link.
This will allow the system to send an automatic email link to your client allowing them to signup from your website and convert them to a Lead.
From here, they can create their own saved searches on your website which will deliver a Morning Report from you via email based on the daily criteria.