How it works

These steps outline the workflow of adding a new prospect to Lime CRM based on a website visit: - Go to your LeadInfo account > navigate to Inbox. - Here you will find all companies that visited your website, including number of page visits. - If you click on a company, the card will show you company & contact details. - Click on the company you want to add and click on "Link with Lime CRM”. - The screenshot below shows where you can find the link.

• You arrive in the “Link with Lime CRM” screen, insert information (screenshot above shows the interface). You can choose between two options
• If the company you want to add already exists in Lime CRM, choose Link to existing company.
• If you want to create a new company, choose Create new company. The owner could be a responsible co-worker/sales rep.
• Click on the green Link button, which creates a sync to Lime CRM.
• After the sync is completed, you have linked a company to Lime CRM via LeadInfo :)

These steps outline the workflow to have a first look at the newly created company from Leadinfo. - Open Lime CRM (or refresh the page). - Go to the Company tab and search name of the newly added company. - You can see all company information (left screenshot) is synched correctly from Leadinfo. - If you selected Yes at Synchronise website visits during the installation phase, you will see all website visits in a separate history note (example in right screenshot). The history notes then show the webpages visited and duration on each webpage.