Lead Triage

Categories

Administration
Mail
Third-party Integration

Component ID

2722585

Component name

Lead Triage

Component type

module

Maintenance status

Minimally maintained

Development status

Under active development

Component security advisory coverage

not-covered

Component created

Component changed

Component body

Lead Triage

Overview

This module gives administrators an interface to create and assign leads to sales representatives. Leads get committed to HubSpot and placed into the sales representatives account.

Initial Setup

  1. Install and activate modules
  2. Install jQuery Update module and set admin area Jquery to 1.10 (or greater)
  3. Set HubSpot ID
  4. Set access permissions (note: A new role could be created for sales reps)
  5. Make sure at least one user is setup with the sales rep permission role

Requirements

Developed by Acro Media

Acro Media Dupal Page | www.acromediainc.com

Component url

https://www.drupal.org/sandbox/hubbs/2722585