How to Set Up MarketSharp Lead Capture for Integration with Networx
Click the Admin
link from the drop-down in the upper right corner of MarketSharp
Find the Lead Capture Setup
box and click the Networx
Choose the lead sources, marketing queue, and which activity process to attach to the lead capture. (Activity Processes are optional but highly recommended). Also choose which users (if any) should receive email notifications when new Networx
leads are entered into MarketSharp.
at the bottom. This will redirect back to the Admin screen. Click the Networx
There is now a Source ID that has generated on the bottom of the page. This along with your Company ID (sometimes referred to as a COY number) need to be provided to Networx
to complete the integration.