Configuring the Lead Capture Plugin (formerly CNipIT) Follow
The Lead Capture Plugin can easily configured in your dashboard.
In the dashboard go to "Settings", "Lead Sources", and then choose "Configure Plugin" on the left- hand side of the page. If you have multiple teams, make sure you have selected the correct team (from the drop-down at the upper right).
Configuration Options Include:
- Format (rectangle or yard sign)
- Color (pick a color, or enter a hex or RGB code)
- Pop-up time
- Customize names of sales professionals (e.g. "sales reps", "agents")
- Option to add a company logo
- Optional required fields (email, drop-down select)
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