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USE CASE

Capture More Leads

Put a way in everywhere people find you, and let every one write to the CRM with its source.

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Diagram of one company template replicated into personalized member pages
WHAT IT ISTo capture more leads, give people several easy ways to engage (book, ask, register, click, watch) and connect each to a CRM. In Upward, the Bio/Profile Page, scheduling, forms, events, tracked links and Facebook Page activity each create a record with its source, so nothing is retyped and nothing is lost.

A one-week plan

Day 1: finish your Bio page. Day 2: set availability and one meeting type. Day 3: create tagged links for two channels. Day 4: publish one event. Day 5: review Leads by source and send a first follow-up.

  • Measure with Analytics
  • Merge duplicates in the CRM
  • Move the best leads into the Pipeline

Who it's for

Independent professionals
Sales and recruiting teams
Organizers of events and webinars

How it works

Build your Bio/Profile Page

Add Contact Me, your booking calendar, videos and reviews.

Add your booking page

Create a meeting type and connect your calendar.

Use tagged links and forms

Give each channel its own tracked link or embed source tag.

Run an event

Publish an event with registration and share the link.

Open the CRM

Check Leads by source and start follow-up.

What's included

Bio/Profile Page

Your front door, with Contact Me and booking.

Scheduling

Every booking becomes a lead with the meeting detail.

Forms

Contact Me or an embed on any website.

Tracked links

Know which post or message produced the lead.

Events

Registrations land in the CRM.

Lead Capture

One view of every source.

Frequently asked questions

What creates a lead automatically?

Bookings, forms, event registrations, tracked link clicks and Facebook Page activity.

How do I tell which channel worked?

Source is saved on every lead, and tagged links and embeds separate channels.

Can I import my old list?

Yes, from CSV or XLSX.

Will I get notified?

Yes, when a new lead arrives.

Do I need a website?

No. Your Bio/Profile Page works as one.

Related

Lead Capture

Leads come from everywhere people engage. Upward records them all in one CRM with the source that brought them in.

Forms

Collect what you need on your page, on your own website or at booking, and send every answer to the CRM.

Scheduling

Let people book you from your Bio/Profile Page, a direct link or a chat, with availability you control and a CRM lead for every booking.

Tracked Links

A normal link gets someone from one place to another. A Tracked Link also tells you whether it was opened, when, from where, and, if you made it for a person, by whom.

Bio / Profile Pages

More than a link in bio. Your Upward page showcases who you are and what you do — and connects every visitor action to your CRM.

Have a question about Capture More Leads?

Ask Vutesa, Upward's AI assistant — answers draw on this page's content.

Ready to turn every conversation into growth?

Start free, then replicate your system across your whole team.

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