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Last update 4 months ago
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How to Create a New Lead Form

Build and configure the information you'd want a lead or potential customer to fill out on a form. Share the form link or embed the widget into your website. Control what happens after the form is submitted.

How to Create a New Lead Form

  1. From your dashboard, select the Leads icon.

  2. Click on the Forms view.

  3. Click +Add Form.

  4. Create New Form will pop up.

  5. Enter your Form Name in the text box.

  6. In Form Purpose, select Create Lead.

  7. Click Create & Edit Form.

  8. Click Save.

Note - Please see "How to Edit a Lead Form" for further instructions.