Now that we have defined what the Lead Generator is the next step is to set it up in the Monta Portal. Here is a guide that explains what Lead Generator is, the flow from getting the lead to making the offer.
1. Access Lead Generator
On the Monta Portal, go to the menu located on the left side. Here at the button of the list you will find Lead Generator section, go ahead and click on it.
2. Set Up the Account
In order to received lead from end users you will need to set up your company account for the Lead Generator marketplace. Once you set it up you will become active player in the Lead Generator and start receiving leads from your potential customers. Click on "Set up account".
3. Create Company Account
Here you will be directed to the settings of your Lead Generator account. First step will be to add company information such as contact email, contact phone, website and company description. All this information will be shared with the potential customers who will receive offers from you.
4. Add Service Information
Here you will need to describe your services, as service provider. Add supported brands, this would be charge point brands your are working with. Indicate whether you offer installation of the charge point/s. If you also offer service subscription as for example charge point maintenance or tax refund subscription ( only applicable in Denmark). Here you can read more what is custom subscription and how to get started. You can also add any additional information you might have about your service in a PDF file, where you can provide detailed service description, from offer to installation.
Keep in mind that in order to make sure you only receive leads that matches your services and offerings select the brands you support. You will only receive leads that match your services.
Once you have added company and service information you will become an active lead receive, you will be able to make offers to the end users and sell charge points.
You can also choose to have Instant Offers. In order to find out more what is instant offers and how to use them go here.