Setting up a Web Lead Provider within Blitz

To set up a web lead provider, perform the following steps within Blitz Sales Follow-Up Software:

Repeat these steps for each lead provider you get leads from:

1. Configure the provider in Blitz:
   1. Using the menu, go to Administration -> Web Lead Setup
   2. Click the configure link for Lead Provider you wish to configure.  NOTE: If you are using Robo-Agent First Impressions or QuoteBurst Typhoon, click configure next to that company.
   3. Check the Enable check box for each lead type you are receiving.
   4. Click the Save Settings button in the top right in the blue bar.
   5. You have successfully created new lead sources and campaigns in Blitz for each lead type configured.
   6. OPTIONAL: If you would like to send an auto-responder confirmation email to the lead:
      1. Create an email template for the auto-responder (Administration -> Email Templates)
      2. In the web lead setup configuration options, select the email template.
      3. Enter the Subject for email.
      4. Click the Save Settings button in the top right in the blue bar.
   7. OPTIONAL: If you would like the lead auto assigned to a user using a round robin format:
      1. Select the Auto Assignment Group you would like to each lead type from the drop down. (Note: You will also need to configure the users who make up the auto assignment group in Administration -> Auto Assignment Groups)
      2. Click the Save Settings button in the top the right in the blue bar.
2. Notify the Lead Provider that you would like to setup the integration with Blitz for your account.
   1. Using the menu, go to My Profile
   2. Copy the API Id, Transaction Id, and API URL into an email. (These values are used to uniquely identify your account.)
   3. Send that email with your values to your Lead Provider that was configured and tell them you would like to turn on the Blitz integration.  NOTE: If you are using Robo-Agent First Impressions or QuoteBurst Typhoon, send the IDs to that company.

Once both steps are complete and the Lead Provider turns on the integration, leads will automatically be populated in Blitz.