What happens when someone submits a lead through my website?

Created by Valerie VanBooven, Modified on Sat, 14 Nov at 3:38 PM by Valerie VanBooven

With the appropriate setup, website forms can create CRM records and notifications so your team can respond. We establish the lead capture and follow-up process within your scope. Your agency remains responsible for personal contact and moving the opportunity forward.


This answer describes how Approved Senior Network generally works. Your written agreement defines your program's deliverables, access, responsibilities and terms.

Have a question about your own account? Submit a ticket and our team will follow up. You can also browse all FAQs on our website.

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