Joomla Forms Lead Tracking Contact Relationship Management CRM Open Source GPL

How do I configure Forms LT CRM?

Answer: Before you can use Forms LT CRM, you need to CONFIGURE it. Here are the steps.

1) Go to the default control panel and click configuration.

3) Most of the variables are self explanatory, but here are some notes of interest.

Special note 1:
Toward the bottom of the configuration control panel there is an area to integrate with Constant Contact. This info works in conjunction with the default field in the forms called "Subscribe".

If the Constant Contact info is populated in the Forms LT CRM configuration panel, then when someone chooses the YES option related to the the subscribe field, they will automatically be ADDED to your list in Constant Contact.

Special Note 2:
The very last option to set is the STAFF MEMBERS. By default ADMIN is selected. However, if you have STAFF members that will be communicating with the customers then you need to SELECT the staff members so they will be notified of new leads when they are generated. Once you select your staff members, they will become available in at the individual form level. This is ideal if you have want different people to manage the leads and questions generated by different forms.

A small explanation on Allowed Upload File Extension*: This is for when the client is sending a message, or if the assigned staff member is leaving a comment- they can upload a file to each other. This field is by default left blank, however you can get a quick extension list by clicking Site>Global Configuration>System. You will see a field there in Media Settings called "Legal Extensions(File Types)". Highlight all of the text in that field and copy, you can then go back to your configuration in FormsLT and paste it into the field. We also included it here for you in case it does not appear in your global settings.

Remove the brackets on both ends before you Copy/Paste.