Lead Capture Form Functionality

Customizing Lead Capture Preferences – Tailor to Your Needs

Easily adjust your lead capture settings to align with your project requirements and streamline how new leads are collected.

Accessing Lead Capture

• Click Settings in the top-right menu.
• Select Preferences from the dropdown
• Navigate to Lead > Lead Capture to customize your preferences.

Pro tip: Regularly reviewing these settings helps ensure you’re capturing the right details from every lead efficiently.

 

Editing Templates – Customize with Ease

Your lead capture template doesn’t have to stay static. With just a click, you can update, refine, or adjust it to match your needs perfectly.

What You Can Do Here

• Click Edit to open the template for changes.
• Modify fields, details, or structure as required.
• Save updates to keep your lead capture process aligned with your workflow.

 

What You Can Do Here

• Customize the template to match your preferences.
• Revert to the default template whenever needed.
• Maintain flexibility without losing consistency.

 

Save Changes – Keep Your Updates Safe

• Made adjustments to the template? Don’t let them slip away. 
• One click on Save locks in your updates and ensures everything is stored exactly as you set it.

What You Can Do Here

• Review your adjustments before saving.
• Click the Save button to secure your changes.
• Move forward knowing your updates are safely applied.

Pro Tip: Always double-check your edits before saving to avoid having to redo them later.

 

Copy and Use the Link – Instant Access Anywhere

Once your lead capture link is generated, you can grab it in a flash. Open it in another tab, share it with your team, or send it directly to leads—everything is just a click away.

What You Can Do Here

• Copy the generated lead capture link.
• Use it in other tabs or platforms as needed.
• Share it easily with team members or clients.

Pro Tip: Keep the link handy in your notes or browser bookmarks for quick access whenever you need it.

 

Tailor the Lead Capture Form – Fit Your Project Perfectly

Following these steps, you can easily adjust the lead capture form to match your project’s needs. Make it your own, so it works exactly the way your team does.

What You Can Do Here

• Customize the form to suit your unique requirements.
• Ensure all fields and options align with your project goals.
• Save time and keep your lead capture process organized.

Pro Tip: Regularly review your form to make sure it stays aligned with evolving project needs and captures the most relevant information.