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Lead Form

Lead Form simplify the process of capturing visitors' or users' information from your website into your CRM system. They are designed to automate the importing of data. Non-technical users find it easy to design and publish their web forms.


Lead Form Page

Create Lead Form​

Create a new lead form by filling the details in the system.

  1. From the Lead Form page, click add.
  2. Enter the basic information of the Lead Form: Lead Form Name, Description, customize Lead Forms (managing the form colors), Attributes.
  3. Review all input details, then click save.

Create From Page

Edit Lead Form​

Modify an existing lead form by updating its details in the system.

  1. From the Lead Form page, click edit.
  2. Make the necessary updates then click save.

Edit Form Page

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