Configuring Lead Capture

Use the Lead Capture Configuration view to configure Lead Capture. Lead Capture provides the ability to capture the lead information from a webpage and save the information in Infor CRM SLX.

Note:  The system administrator and users with the appropriate role can access this feature. See What are Roles and Secured Actions?

To configure Lead Capture:

  1. Select Administration > Lead Capture on the navigation bar. The Lead Capture Configuration view is displayed.
  2. Note the URL specified in the URL field.
    Note: This URL is used to define the button or link action that sends the lead information to Infor CRM SLX.
  3. Click Generate New API Key.
    Note: This key is used to define the button or link action that sends the lead information to Infor CRM SLX.
  4. Click Save.
  5. Define the mappings for Lead Capture on the Mappings tab. For more information, See Adding a lead capture mapping.
    Note: You can identify the MAPPING_NAME when defining the button or link action that sends the lead information to Infor CRM SLX.
  6. Click the required Mapping Name link. The corresponding Lead Capture Mapping detail view is displayed. See Using the Lead Capture Mapping detail view
  7. Define the mappings between Infor CRM SLX properties and Lead Capture Form properties on the Property Mappings tab. See Defining Lead Capture Property Mappings
    Note: You must map properties for First Name, Last Name, and Company.
  8. Modify the Lead Capture form using the information from the steps above:

    <form method="post" action="<URL>/SlxLeadCapture.aspx?API_KEY=<API Key>&MAPPING_NAME=MappingName" >

    For example: <form method="post" action="http://myCRMsite/slxclient/SlxLeadCapture.aspx?API_KEY=12A34567-B8C9-01D2-E34F-GH5IJKL467MN&MAPPING_NAME=MyMapping"

  9. Create a schedule for the Lead Capture Conversion Job in Job Manager. See Using the Run/Schedule Job window
    Note: Leads are only created in the Infor CRM SLX Leads table when the job is run.
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