Lead capture

Every new lead in one list, whatever brought it in

Leads from your Facebook and Instagram ads, from your own form and from a spreadsheet you upload arrive in the campaign they belong to. Each one comes with the answers the person gave and goes to one of the salespeople on that campaign.

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Three ways in, one list to work

People from your lead ads, from your own form and from a spreadsheet filled into our layout all land in the same campaign list. Each row shows where that person came from.

A Facebook and Instagram lead ad form, your own web form and a spreadsheet all feed one campaign list in Kordeva. The Spring rooftop offer list shows Olivia Bennett from Facebook, Emily Carter from the web form and Harry Collins from an import, each with a stage.

Know their answers before you call

Olivia told the ad her bill is US$240 a month, her roof is pitched and weekday evenings suit her. All of it is on her record when the lead arrives, so the first call starts from there.

On her phone, Olivia Bennett fills in a Facebook lead ad form: monthly electricity bill 240, roof type pitched with asphalt shingles, best time to call weekday evenings. The same three answers appear under Form answers on her record in Kordeva.

Put your own form behind one link

Build a form with the questions you want. It carries your logo, and your colour on the Send button. Share the link in a post, a message or from your website, and everyone who fills it in becomes a lead.

A campaign’s capture form in Kordeva is switched to Live, with a link to copy and 144 submissions so far. The link opens a form with the Brightfield Solar logo, the heading Book your free solar assessment, fields for name, email and phone, and a Send button in the company’s colour.

Count sales per campaign, not just leads

Each campaign shows how many people arrived, how many moved past the first stage and how many were won. One bar splits them by where they came from, Facebook beside your own form.

Results for the campaign Spring rooftop offer in Kordeva: 412 opportunities, 354 past the New stage and 47 won, drawn as three bars that narrow. Below, one bar shows where they came from: 268 from Facebook, 65 percent, and 144 from the web form, 35 percent.