Lead CRM -iFrame

This article will assist you with the process of managing the iFrame configurations for the Lead CRM for your Service.

The Lead CRM will allow you to manage Tours and Booking enquiries for new Families for Scale and Enterprise Clients.

The iFrame can be generated at:

Provider Level - Will allow the Guardian to select any Service connected to the Provider
Center Level - Will display a separate iFrame per Service

If Centre level is selected, you can select the specific Service, then generate the iFrame for the Service.

The iFrame links can be inserted onto your Website by your IT Team.

To assist you further with this process you can view the Xap University Video here: Lead CRM iFrame or the full Lead CRM and Waitlist Help page

Updated on: 23/12/2020

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