Financial Planner Enquiries
Introduction to Website Enquiries
All enquiries are now logged into a database for safe keeping and statistics are recorded allowing you to monitor how successfully your website is generating new business. All this information is accessible via our secure Back Office Area, where you can control who has access via the Admin Panel.
- Add Users
- Add groups
- Assign permissions to groups affecting all users in a group
- Controlled access of your members of staff to specific groups
- All website enquiries neatly logged into your CAA (Client Administration Area)
- Email sent to inform you that an enquiry received
- Never lose an enquiry again!
- See how your website is performing by using our graphs to see the number of enquiries received daily, monthly, yearly per type of enquiry
- Dashboard updated with number of enquiries received, read, un-read