You can use workflows in Andes Risk Platform for lead generation.
Lead Generation Example
Our company website has an example lead generation page. Once you get there, you will see below:
Clicking on the yellow button will take you to the lead generation flow, where you will see a button "Get started". Clicking on it takes you to this flow:
Finding the Lead Generation Link for Your Firm
You can find the lead generation link for your firm on the Firm Setup page:
In the middle of the Firm Setup page, you will see the Lead Generation Link for your firm.
You will also see three additional settings:
- Assigned To is the advisors that incoming leads are assigned to. From there, you can reassign.
- Advisor Name is the name shown on the lead generation page. You can leave it blank if you wish.
- Advisor Email Address is the email shown on the lead generation page. This is also the email that receives the notification when a lead fills the form.