Widget Leads enabled users can have access to track and manage leads coming from the Widget on your Website.
Your Clients may come across your TitleCapture widget on your website, run an anonymous quote (no sign up needed) and reach out to you through the "Let's Talk Button" once they see how convenient, simple and clean your Title Quotes are. We laid out some guides below to help you track these and make your follow ups with your clients a lot more efficient and effective.
We made it possible to connect your website and your TitleCapture app which houses your estimate tools and client CRM through the widget which when opened provides you:
the option to either generate an instant anonymous quote or a login/register button giving you full platform access.
1. The Instant Quote - Generating an instant anonymous quote doesn't require users to login to run a quote.
2. The instant Title Quote calculator
3. The Title Quote Results - After getting the results to the Title Quote users would have Three(3) options:
to edit their entries
email the Title Quote results
and reach out to the Title Company through the Let's Talk button.
4. The Let's Talk Button - allows users to reach out to the Title Company and share their names, emails and best contact numbers.
5. Widget Leads Feature - Users with Widget Leads enabled can now seamlessly access and manage their leads directly within the TitleCapture app.
Click on Admin Tools on the Top Left
Click on Website Widget Calculator (given you have the widget leads enabled permission you'll be able to see this feature, please refer to link (Widget Leads Enabled users can now access the leads inside the TitleCapture app)
Click on the client's name so you can see the quote/estimate they generated and make the follow up a lot easier for your representatives and closers.
Additionally, as admins it would be a lot easier to be on top of your leads and assign them to your closers for a follow up. We made it possible for you and your team to assign an email inbox to receive these leads even if you are not on the app.
Click on the Widget Settings & Set Up, assign an email address (one at a time) and hit Update
Once completed, Hit "Update" to apply the changes or if you'd need further assistance please send us an email at support@titlecapture.com. We are more than happy to help!
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