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Hints, Tips and Tricks

Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Web to Lead example files

I have discussed Web to Lead a few times previously:

As part of my revision of my training materials in preparation for Sage CRM v7 I have added a couple of HTML files to the resource section.  These extra files should save a little bit of work for those of you wanting to demonstrate the Web To Lead feature.

A quick way of using them is to unzip them in to the root of the default Self Service install. 

C:\Program Files\Sage\CRM\CRMSelfServiceDemo

The files follow the look and feel of the demo Panoply Technologies self service site.

  • webtolead.html
  • webtoleadthanks.html

The webtolead.html file can be edited by dropping in the HTML generated by the Web to Lead feature.

They can then be accessed by browsing to:

http://localhost/crmselfservicedemo/webtolead.html
and

http://localhost/crmselfservicedemo/webtoleadthanks.html

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About Jeff Richards

As the Head of Training Program Development for Sage Technologies, I am responsible for providing the technical education for the Sage CRM Development Partner community. I write and present regularly on Sage CRM development techniques, hints and tips. I also provide education and training for the staff of local Sage companies in new technical features and act as a resource for Sage trainers as they develop their training courses. I have been working with Sage CRM since early 2001 (version 2.85) and I have a thorough understanding of the issues faced by partners carrying out implementations. I have been working within the Software Industry since 1993. I have a strong background in Business Rules and Workflow.

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