Website Building » Wix » How Do I Manage Leads on Wix?

How Do I Manage Leads on Wix?

Last updated on January 5, 2023 @ 10:53 am

As the number of leads grows, it becomes increasingly difficult to stay on top of things. Wix provides a great platform for managing your leads, but it can be tricky to keep track of everything. Here are some tips on how to manage your leads on Wix:

1. Create a lead capture form

GREAT NEWS:

Exciting update! We've collaborated with Wix to offer WBI users with a free plan for all website creation needs - Explore the details here.

The first step is to create a lead capture form. This will allow you to collect contact information from your leads. You can use a Wix form or a third-party form tool like Google Forms or Typeform.

2. Add the form to your website

Once you have created your lead capture form, you need to add it to your website. The best way to do this is to use a Wix Code block. This will allow you to embed the form on your website without having to edit the code.

3. Send leads to your CRM

Once you have collected the contact information from your leads, you need to send it to your CRM (customer relationship management) system. This can be done manually or using a tool like Zapier or PieSync.

4. Follow up with your leads

The final step is to follow up with your leads. This can be done by email, phone, or in person.
If you have a sales team, they will likely take over this step. However, if you are managing your own leads, it is important to stay in touch and nurture the relationship.

Conclusion:

Leads are an important part of any business and should be managed carefully. Wix provides a great platform for managing leads, but there are some things to keep in mind. Use these tips to make sure you’re staying on top of things.

PRO TIP: If you are considering using Wix to manage your leads, be warned that there have been reports of issues with the lead management features on the platform. Some users have reported that their leads have gone missing, or that they have been unable to access their lead data. If you decide to use Wix for lead management, be sure to backup your data regularly to avoid losing important information.
Kathy McFarland

Kathy McFarland

Devops woman in trade, tech explorer and problem navigator.