Article suggestions
  1. Home
  2. Section: Interactions
  3. How to Match a Lead » Member Contact Form

How to Match a Lead » Member Contact Form

  • avatar
Written by Chan Nier
Updated on March 25, 2025

Member Contact Form

 Link: https://support.brilliantdirectories.com/support/solutions/articles/12000009392

If the website is set to automatically send leads when a member is contacted directly there is no further action required unless the lead will also be sent out to additional members. 

Access this setting in "Lead Settings". If "Receiving Direct Leads" is set to "No", the admin will be required to manually "Match" the lead to the member that is to receive this inquiry.

» Automatic Lead Matching Documentation

----------------

To match a lead navigate to Interactions » Member Leads in the Admin. 

Sort through any "Pending" leads inside the Admin:

To confirm the source, use the Origin Page field:

* By clicking on the link following "Origin Page" it will redirect to the profile page of the member that was contacted.*

If the member that was contacted does not match the right criteria for the lead, change the Match of that particular lead within the "Actions" drop-down menu:

The following fields make it easy to search for other members by:

  1. Top Level Category 
  2. Sub Level Category
  3. Sub-sub Level Category
  4. Name/Company
  5. Location


For additional assistance:
Email support@brilliantdirectories.com or create a ticket Inside Your Account Dashboard.



Was this article helpful and accurate? Yes No

Thank you for leaving a rating!
Did you find this article helpful?
0 out of 0 people found this article helpful so far
Can't find what you're looking for? Get in touch
How can we help?
Send your question below and we'll get back to you as soon as possible.
Cancel
translation missing: en.kb.default.contact_form_error
×
Thanks for your message!
Thanks for your message!
×