Complete the lead form together with your prospect/customer. Please complete all mandatory fields indicated with a red asterisk (*), as these are also mandatory fields for Compass.
As last component of the form, you will find two tick boxes. Tick ‘’Limited consent’’ This enables Sales to follow up on the lead. Additionally, you can ask the customer if they would also like to receive marketing material based on their modality interests, for example: webinar invites for a UL webinar. If their answer is yes, then also tick ‘’Generic consent’’.
Click ‘’Submit” to submit the form and upload the lead in Compass. The entry is visible immediately.
Once uploaded in Compass, you can find the lead in the dedicated Compass Campaign related to the chosen event and Sales follow-up can be started! Your prospect/customer will receive anE-mail confirmation, which includes our Privacy policy as well as an instruction how to unsubscribe from the general consent, should the customer changes their mind.