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BDC Promotions Documentation

How to: Add Lead Information

Once the customer has sent your their email and phone number, you will need to add that information to the lead within Convergix.

You can highlight and select the phone number and Ctrl + C to copy. Then paste into the phone number box. Once done, either click anywhere on the page or press the “Enter” key on your keyboard to save the information. Do the same for email. If their name is different from what Facebook has given, you can also change the name by clicking on it.

Once you’ve added the lead information, the typical next step is to send a voucher. Click here to see how to do that.

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