Read messages from your contact form

The Contact form block on your site lets visitors write to you. Their messages arrive in Company Website → Messages, and with CRM each one also becomes a deal, so every enquiry gets a follow-up.

Steps

1. A visitor fills in the form at the bottom of your page: their name, email or phone, and the message.

   

2. They click Send message and see a thank-you note.

   

3. Read it in Company Website. New messages are highlighted under Messages, with a count of the unread ones.

   

4. Follow up in CRM. Click Deal on the message to open the deal it created, and plan a call or send a quotation.

   

Tip Click Mark read once you've dealt with a message, so the count shows only new ones.

Good to know

• Your team is notified of each new message.
• No contact form on your site? Add a + Contact form block to a page.