Administrators | ✓ | |
Company Managers | ||
Marketing Managers | ||
Sales Managers | ||
Salespersons | ||
Jr. Salespersons |
To set up and configure the various important features of Lead Gen & CRM, do the following:
Note: Constant Contact offers Professional Services to assist with setting up and configuring the application.
Important: When a Lead Gen & CRM instance is set up, you have the option to add your homepage at that time. If the homepage has already been entered, start with the second step in this procedure, which is locating and inserting the Lead Gen & CRM tracking code.
Once your Lead Gen & CRM instance is set up, you’ll want to complete some additional tasks to really optimize Lead Gen & CRM. Create forms, create emails, set up your social listening feed, and build your first sales pipeline, to organize and leverage your customer relationships.
When you’ve finished setting up your Lead Gen & CRM instance, read our Configuring Lead Gen & CRM Operations article for next steps.
Copyright © 2025 · All Rights Reserved · Constant Contact · Privacy Center