Sales workflow
Work with CamSales website enquiries
Manage the public website inbox in its designated sales workspace.
Who can open the inbox
Website enquiries and website analytics are available to administrators and managers in the designated CamSales sales workspace. They are not shared across customer workspaces.
Review the request
Open Website in the CRM navigation. Search or filter enquiries, open a request, review its message and any matching leads, then assign an owner and update its status.
Add internal context
Add notes to record decisions and follow-up context. Notes are internal and do not send an email to the visitor. Archive an enquiry to remove it from the active list; the Archived filter lets you restore it.
Create or link a lead
Use Convert to lead after reviewing the request. Link an existing lead when the email matches. Otherwise review the name and required custom fields before creating a lead. Conversion links the enquiry to the lead and is safe to retry.
Read measurement correctly
Website analytics show opted-in event counts, not unique visitors. Repeated page views can count more than once. Enquiry totals come from saved requests and can include visitors who declined optional measurement.
Still need help?
Contact your workspace administrator first for access and event assignment. For a product walkthrough, contact the CamSales team. Do not send passwords or verification codes.