Visitor to Paying Customer

You will configure marketing attribution, embed a capture form, automate lead assignment, work the deal through a pipeline, send a proposal, convert to a customer, invoice, and collect payment.

How to track UTM leads in CRM — this workflow shows how DevPremier captures campaign data on every form submit and ties it to pipeline revenue.

Before capturing visitors, define how traffic channels appear in reports.

1. Open Leads → Lead Sources (/lead/source). Requires lead_sources_module.
2. Review seeded sources (Website, Google Ads, Facebook, etc.) or add your own.
3. For each paid/organic channel, set UTM Source Map to the lowercase utm_source value you use in ad URLs (e.g. google, facebook).
4. Set colors and display order so reports and lead lists are easy to scan.

1. Open Marketing → Form Fields and ensure you have name, email, phone, and a submit field.
2. Open Marketing → New capture form (/office/create_form).
3. Add visible fields (name, email, company) and hidden Marketing attribution fields: UTM Source, UTM Medium, UTM Campaign, Landing Page, HTTP Referrer.
4. Set Default lead source (e.g. Website) for submissions without UTM data.
5. Under After submit — CRM workflow: assign to a sales rep, pick default pipeline + stage, add tags (e.g. website), enable owner notification.
6. Save and copy the iframe embed code.

The bundled crm-attribution-tracker.js can auto-fill UTM and landing-page fields when included on your site.

1. Paste the iframe into your landing page, WordPress block, or static HTML.
2. Append UTM parameters to your ad URLs, e.g. ?utm_source=google&utm_medium=cpc&utm_campaign=spring-sale.
3. Set the form return URL to a thank-you page on your domain.
4. Submit a test entry and confirm a new lead appears under Leads.
5. Open the lead detail page and verify the read-only Marketing Attribution block shows UTM values and landing page.

Form workflow settings from Step 2 handle initial assignment. For manual leads or adjustments:

1. Open the lead from Leads list or Leads → Kanban.
2. Set Owner to the responsible rep.
3. Update Status or drag the Kanban card to the next pipeline stage (e.g. Contacted → Qualified).
4. Log a Call or SMS from the list row to capture first-touch notes.
5. Add a follow-up Task with due date from the lead’s Tasks tab.

1. Open Leads → Kanban (/lead/kanban) for a visual board. Requires lead_kanban_module.
2. Drag cards between stages as the deal progresses (Qualified → Proposal sent → Negotiation).
3. Use Leads → Pipeline to configure stages, won/lost flags, and probability % for forecast weighting.
4. Check the Home dashboard pipeline funnel widget for stage counts and weighted value.

Moving a card to a Won stage can trigger customer conversion — see Step 6.

1. From the lead detail page, open the Proposals tab.
2. Add products/lines, tax, and discounts — totals update live.
3. Email the proposal PDF/link to the prospect.
4. Track engagement from the CRM until the deal is verbally won.

Alternatively, create an Estimate from the same lead if your process uses quotes before formal proposals.

1. Click Convert to Customer on the won lead (or complete via Kanban Won stage).
2. Enter portal username, password, and contact title for the primary contact.
3. Proposals, estimates, tasks, media, and reminders transfer to the new customer record.
4. The lead becomes read-only — continue account work under Customers.

1. Open the customer record → Invoices tab, or go to Invoices → Add Invoice.
2. Add line items from your product catalog; apply tax and discounts.
3. Set due date and email the invoice PDF/link to the customer.
4. Customer receives portal access to view and pay online (if gateways are configured).

1. Configure Stripe or PayPal under Office settings (see Payments & Gateways docs).
2. Customer pays from the Client Portal or staff records an offline payment on the invoice.
3. When marked paid, RevenueAttributionService copies lead source and campaign onto the invoice for ROI reporting.
4. Verify revenue in Marketing → Attribution Dashboard and Lead Source Report.