Collect Leads

Effortlessly gather and track potential clients with VisaFlo’s lead collection tool. Stay organized and ensure you never miss an opportunity to follow up.

Written By Team Visaflo

Last updated About 5 hours ago

Collect Leads

Effortlessly gather and track potential clients with VisaFlo’s lead collection tool. Stay organized and ensure you never miss an opportunity to follow up.

Step 1: Go to the Leads page and press ‘Collect Leads’.

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Step 2: Select ‘CRS: Skilled Immigrants (Express Entry)’.

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Step 3: You will see a short code snippet that you can copy. Paste this snippet into your website.

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Step 4: Once added this code, you will see this CRS Calculator. The visitors on your website can fill their informations out.

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Step 5: After your client fills out this form, they will require to fill out their basic information to unlock their results.

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Step 6: VisaFlo Dashboard will automatically store all these results and

Internal review notes before publishing

  • Explain lead lifecycle: inquiry, consultation, conversion to client, closed lost.
  • Add whether booking forms create leads automatically.
  • Link to "How leads, booking forms, consultations, and client conversion work".