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 link
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.
Click
Save at the bottom. This will redirect back to the Admin screen. Click the
Networx link again.
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.