Enable Lead Capturing for your Public Profile

OBJECTIVE

To enable Lead Capturing in your ConstructionOnline public profile

BACKGROUND

ConstructionOnline provides your company with its own public profile, a unique web address that links the general public to a page personalized just for your company. This also serves as the portal that ClientLink & TeamLink contacts use to log into ConstructionOnline.

THINGS TO CONSIDER

  • You can edit and preview your Public Profile from the Company Dropdown Menu
  • Custom Branding Services are available from UDA Technologies.

STEPS TO ENABLE LEAD CAPTURING

  1. Navigate to the Company Dropdown Menu at the top right corner of the page
  2. Select Public Profile Settings 
    1. This will open the Public Profile Settings window
  3. Click the Lead Capturing tab
  4. Check the box by "Show Lead Capturing fields on your Public Profile"
  5. Select who will receive notifications when forms are submitted
    1. This must be a contact in your ConstructionOnline account
  6. Choose how you would like your contacts to receive notifications 
  7. Click Save

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.