Retail Lead Management and BMS Integration

Integration Details

1. Once implemented, within RLM, on the Lead Detail page, you will find a new action button called “Customer Sync.”
2. Clicking “Customer Sync” will slide out a side panel, with an option to “Search for Customer.”
3. “Search for customer” will return the name and phone numbers of any matching customers.
   1. The user will choose between any of those provided options.  
   2. If no match is found, then the user will be prompted to “Create New Customer” in your BMS database.
4. “Create New Customer” will automatically create a new quote with the name, email, and phone number of the Lead.  

Pricing