Some of our clients use outside telemarketing companies and push vetted leads into Radius. If you’re using a 3rd party telemarketer, you won’t want them to have access to your database. You can use Web Forms to allow data from a 3rd party to be pushed in while keeping your database secure. Alternatively, you can have agents in Radius working your leads & clients in a secure way, granting only specific permissions. For information on adding users, click HERE
But if you’re looking for a secure way for 3rd party Telemarketers to send you information, you can accomplish this by creating a website form for your telemarketers to fill out. This can either be the same lead form that’s on your website’s consumer facing page or can be a hidden page that only your telemarketers can access. You’d need to ask your web developer how to create a hidden page, but here’s the info from the Radius side you’ll need:
