Flexible Lead Finder Module for RISE CRM

Installation


The installation of this module is similar to other RISE CRM module. Login to your RISE CRM website

  • Go to Settings > Plugins > All Plugins
  • Install the flexibleleadfinder.zip which you have downloaded from the Envato Market with a valid purchase code.
  • If module successfully installed, you will see on modules page. Click on Activate link to activate the module.

Features


  • Search Businesses Based on Keywords
  • Target customers in a specific location/region
  • Target customers more narrowly with Radius Configuration
  • Collect Detailed information for Business such as email address, business address, phone numbers e.t.c
  • Automatic Staff Assign to Lead
  • Individual and Batch Business Import to RISE CRM as Leads

How to Enable Google Places API.


To use this module, you need to enable Google Places API and get an API Key.

You can add Google API Key to RISE CRM.

On the Left Side Menu Click on the "Settings"=> Setup => Lead Finder

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if you do not have an existing Google API Key, You can Follow Google Documentation Her

https://support.google.com/googleapi/answer/6158862?hl=en

Once you have the Google API Key, You need to Enable Google Places API and Google Geocoding API

Step 1: Go to the Google API Console.

Step 2: Click on the "Select Project"

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Step 3: Click on the "ENABLE APIS AND SERVICES"

Step 4: Search for "Places API" and "Geocoding API" and Enable them

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Note: Google has now made it mandatory to have an active billing account associated with your API key. Click here to enable billing.

That's it Flexible Lead Search will use the Google API Key to Search Businesses and Sync them to your Lead.

How to Search and Import Businesses


On the Left Side Menu Click on the "Lead Finder" and Click on New Search

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Enter the Keywords and Location and Click on "Search"

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Once the Search is completed, You will see the list Search result with option to view the search results, the result contain the list of businesses returned in the search

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You can now sync All Businesses to Leads individually or in Bulk

Thanks


Thanks again for purchasing this module.

If you have any query or suggestion, please send an email from Support page.

Warm Regards

FlexiByteCoder Team,

https://codecanyon.net/user/flexibyte88