The CRM Link Isn't Working
Updated
At Lead Fusion, we do our best to make things as easy and convenient as possible. One way we do this is setting up all integrations so that we capture the direct link to your lead in your CRM to use in our Lead Alert emails.
If you are not able to access the lead or if the link isn't working for any reason, please check the following:
- Lead Ownership - In some cases, with teams for example, your team leader may be the current owner of the lead and the only user with access. If the lead status and notes require your attention, ask your team lead to share or transfer the lead to you so you can take action. You may not need to do anything... for example a lead with the Nurturing status. Nurturing leads will still have follow ups set by your ISA. Check out this article for more info.
- Logged in - Double check to make sure you are logged in to the correct user. In rare cases we have seen customers using more than 1 CRM user.
- URL Structure - Lastly, look at the url structure. We aren't perfect so sometimes we may have made a mistake while building the lead alert template.
- Lead Type - If the lead registers on your website like normal, the crm link should be fine. However, if a person calls in directly who is not in your database, or uses a phone number other than that which he used to register on your site, it will be treated as a new lead. It's annoying for all of us but there really isn't anything we can do other than merge the 2 records in your CRM. If you notice this, please let us know which phone numbers or emails need to be merged by sending an email to support@myleadfusion.com
