Jump to a specific section below:

1. Add new leads automatically

2. Add offline leads

3. Connecting additional forms

   
   

Adding new leads automatically

Any new leads will be pulled into your Data Bing account automatically every time you access your integrated leads management component. Once you have integrated your CMS with Data Bing, we will automatically pull in your last 25 leads in the leads management component. These leads will be available immediately after the integration. Any new leads will automatically be pulled into the lead management component every time you access your leads management page.

You can automatically refresh your leads by the following:

• You can also refresh for new leads by hitting the refresh button above the table:

• Clicking into the leads management component from a different page

• Changing the form filter (if more than 1 forms are connected)

• Refreshing your browser

Note: Check out this page for refreshing leads in real time/working with team members.

Adding new offline leads

Adding any leads that come in over the phone, email, or word of mouth can be entered in as well. Click the Add new lead button to enter in any lead offline.

Connecting more contact/lead forms with Data Bing

Depending on your CMS, users are able to add multiple forms to the lead management component. Please see the adding additional forms resource to learn more.