FAQ
Will we still be able to send partners emails as lead delivery?
Traditional lead delivery methods, such as plain text or HTML emails without encryption or password protection, no longer meet the stringent requirements set forth by these regulations for secure data transmission.
There are still viable options for email-based lead delivery that comply with these security mandates. One such method is delivering leads in the form of password-protected PDFs. This approach ensures that the lead information remains encrypted and only accessible to authorized recipients who have the password.
Integrating with a CRM (Customer Relationship Management) system is highly recommended for a more streamlined and secure process. A CRM can automate the ingestion of leads securely, providing a compliant solution and enhancing the efficiency of lead management practices. This necessitates that partners adopt suitable CRM systems capable of secure lead ingestion or implement password-protected document delivery to maintain compliance with data protection regulations.
Still confused about how to set or adjust the delivery method in your lead filter sets? Feel free to contact us.
boberdoo.com has been innovating and improving the lead industry since 2001. Because our lead distribution system is detailed and built to service the needs of all of our clients, we compiled a video library to help walk you through many of our features and functions. If you would like to speak to us, click here.
