How To: Set Lead Delivery Methods
This page shows you how to set lead delivery methods within your boberdoo.com lead distribution system. Watch the video below for a walkthrough, or read the FAQ for more details.
Frequently Asked Questions
Traditional plain text or HTML emails without encryption no longer meet data protection requirements for secure data transmission. However, you can deliver leads as password-protected PDFs, which ensures the information remains encrypted and only accessible to authorized recipients.
Integrating with a CRM 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 efficiency. Partners should adopt suitable CRM systems or implement password-protected document delivery to maintain compliance.
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