Lead Capture Chrome Extension
Lead Capture is a chrome extension available for businesses to pick up any enquiry or order placed on platforms on which they deal with customers onto the ERP system. This chrome extension, provided exclusively for ExpandX ERP users, eliminates the hassle to manually update orders by automatically filling in enquiry details and thereby catering to a potential lead.
Steps to follow while using this feature:
- Download ExpandX Lead Capture Chrome Extension
- Suppose an inquiry is received on platforms like IndiaMart or Whatsapp, log into the chrome extension. ‘Create Lead’ button would be enabled on the bottom right hand of your screen.
- Select an order and click on ‘Create Lead’ button.
- Details of order automatically filled. Click on ‘Submit’.
- All details can now be found within ExpandX ERP.
Check this demo on how to use Lead Capture Extension.