My leads aren't automatically entering into Lead Management!
Whenever you notice that your leads from your corporate website or portals are not entering into the Lead Management system, the first thing to check is that we are copied on the emails that are being sent to you.
If you have verified that the leads are being sent to us, and are still not being parsed, please send an example of the missing lead to email@example.com. The most common causes of issues like this are:
- We have not been notified of a new email, and have not created a template
- A change has been made in the format of the email and the string we match on is no longer on the email
- A change has been made to the format of the email, and the field names have changed, no longer allowing us to match
- The Email is being sent in HTML. In order for our system to parse any leads, they must be sent in Plain Text.
Most issues are easily fixed and you can once again resume accepting leads. To avoid any future missed leads, please always contact us whenever a change is made to your email's format so we can verify it will not interrupt your flow. Please also send a copy of this document to your webmaster so they can help format the email correctly.