How to add Lead Overview in Wordpress

• To install correctly this lead-overview.zip .
• Fisrt Download the lead-overview.zip to your computer
• Extract/Open lead-overview.zip to Your Computer.
• Then, Find readme.txt file inside lead-overview.zip and Open readme.txt .
• Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
• Then, Follow the Tips Below.

Step-1 : Download " lead-overview.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Step-4 : Now, Click on " Upload Plugin " button.

Step-5 : Now, Browse " lead-overview.zip " Downloaded plugin from your computer, Where you downloaded " lead-overview.zip " According to Step – 1 Above then, click on " Install Now "

Step-6 : Now, Click on " Active Plugin "

Step-7 : Then, See left Side Menu. " Lead Overview " folder is added on left Side Menu. Now, Click on " Lead Overview " folder.

Noted that: If you do not see " Lead Overview " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Lead Overview Configurations and Settings or How to work " Lead Overview " in your WordPress site.

After Activated Plugin According to Step-6 then,

1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
2. or Direct go to: https://yourdomain/wp-admin/plugins.php
3. Then, Find " CRM Lead Tracking " Activated Plugin from Plugin List.
4. Then, Click on " Settings " from Plugin that is CRM Lead Tracking
5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,

1. From WordPress

• Visit ‘Plugins > Add New’
• Search for ‘CRM Lead Tracking’ OR upload the .zip archive
• Click Install and then Activate
• Go to Setup section below.

2. Manually

• Upload the .zip archive to /wp-content/plugins/ folder and unzip it OR upload already unzipped folder with all the files (if your hosting doesn\’t allow to unzip archives in the file manager)
• Activate the CRM Lead Tracking plugin through the ‘Plugins’ menu in WordPress
• Go to Setup section below.

Setup

• Go to the Contact > Contact forms
• Click on Edit on the form you want to be tracking leads from
• Add the shortcode on the very top (before all the labels)
  [lead_overview]
• Change your text fields shortcodes from the default your- prefix
  [text* your-name]
  to first- prefix
  [text* first-name]

So in the end it should look like this:

[lead_overview] Your Name (required) [text* first-name] Last Name (required) [text* last-name] Your Email (required) [email* your-email] Subject [text your-subject] Your Message [textarea your-message]
[submit \"Send\"]

That’s it. You are ready to track your leads.
They will appear in the Lead Overview menu.

(Optional) Google Analytics Campaign tracking

In order to track the leads on GA campaign basis you need to set up the urm parameters:

utm_source=google, facebook, newsletter, etc.
utm_medium=cpc, email, banner, etc.
utm_campaign=spring_sale, etc.
keyword=example_keyword

We recommend to use the url builder from google: https://ga-dev-tools.appspot.com/campaign-url-builder/