A Dive into WebForms

[udfxrookie]

I have absolutely no knowledge on the web form world but here's the idea. I do energy sales and once we complete the tpv we have to enter the sale into a web site
www.entersales.com
from there you click the utility from option A or Option B and enter 1000 kwh (as default) then press calculate
Then you click enrollment and it opens the actual enrollment page
how could I incorporate on a web form to open the correct page for each utility which I have identified in the leads as Title and auto fill
or is it possible?

[williamconley]

If you perform these tasks manually right up to the point at which you want to have the agent "arrive", it is possible that the data on that page (or the page immediately preceding it with the submit button) will give you the tools necessary to automate arriving at that point. If they have some form of blocking in place it could be difficult, but most facilities don't go that far (costs $$, LOL). In some cases it is even possible to "borrow" the enrollment page and store the data in a form in Vicidial and have Vicidial submit upon the agent pressing "Submit" in the Vicidial script pane. Depends on how far you want to take it.

[udfxrookie]

Agreed... looking for batch transfer option now =)

[williamconley]

We've built that for a few clients (marking them done ... QC before shipping ... )