Lead groups in Hibox CRM are a powerful way to categorize and manage your leads effectively. They help you organize your sales efforts, tailor communication, and track progress within specific lead categories. In this tutorial, we’ll guide you through creating lead groups in Hibox CRM.
On the left-hand menu, click on “Leads” and then on “Lead capture form”.
- You will find 2 different ways of using this “Lead capture form”.
a) Embedding the form into an existing website via an iFrame / HTML code.
b) A direct link that you can copy and paste anywhere; emails, websites, WhatsApp, social media, etc…