Registrations

iEnterprise CRM comes has a facility for Web Registrations that can be used to enable easy registration of prospects and for Contacts/Leads Management.

Customers can provide a link on their websites to allow anonymous web users to enter information and have it be logged to iEnterprise CRM where appropriate lead/contact record are also updated. 
If the email exists in the Contacts module then that registration is considered duplicate and will be associated to the contact record. If email is not in Contacts then Leads module is searched. If email exists, that Lead record will be updated with registration date. If the email does not exists in Leads then a new record will be created.

The Administrative user can also create an automation to send an email with a form to enable the Contact or Leads to update their own information.

The Form can be customized as desired keeping in mind that system fields should be the same in Leads and Contacts. Banners for new registrations and record update can also be customized.