Find and follow up demo leads

Open the sales account

Use Switch account to open PARAGON Verve. Demo enquiries from the Opterflow website are routed into this account, where the team's normal CRM permissions apply.

Open Contacts, expand the filters and select the Opterflow demo tag. New people have contact type Lead and source website. If someone already exists as a customer, their customer type and history are preserved; use All contact types with the demo tag to find them.

Follow up in the CRM

The request also appears as an Opterflow demo — [business name] opportunity in the account's default sales pipeline. In PARAGON Verve this is SSS_DFY → New Lead. The business type, team size, workflow and contact permission are attached as notes.

The sales owner receives an in-app alert and a task to arrange the demo. Move the opportunity through the normal sales stages, assign it to the right team member, record conversations and complete the follow-up task as you work.

The form confirms receipt. It does not book a time or send an email, SMS or marketing campaign automatically. Agree a demo time with the requester using the contact details and permission they provided.

Previous admin inbox

The separate platform demo inbox has been retired. Existing submission receipts remain for history and recovery; follow-up belongs to the CRM contact and opportunity. The old admin page explains how to switch to the sales account.