Creating New/Adding Trigger Links in Your CRM

1. Click "Marketing"

Go to the Marketing section.

2. Click "Trigger Links"

3. Click "Add Link" button

To create a new trigger link, click on this button.

4. "Name" Your Trigger Link

It is crucial to name your trigger link appropriately for organization purposes. Make sure to follow naming conventions to ensure a standardized and systematic approach.

5. Pasting the Destination "URL"

Once you have named your trigger link, the next step is to paste the URL of the destination to which your new leads and customers will be directed. For instance, if you want to direct people to your website, you can copy and paste the URL of your website here.

6. Click "Save"