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Renuka Shakha
Written by Renuka Shakha

Actions in Lead Form

How can we edit the lead form? How to inactive or active the lead form? How to share the lead form to website or contact? Contact Management


To edit a created web lead form


Step 1 - Click on the actions button at the edge of Lead Form’s list view, as shown in the image below.


Step 2 - Select the Edit option.


Step 3 - As the Edit page opens, make the necessary changes and save



To Make the Lead Form Active and Inactive


Step 1 - Click on the actions button at the edge of Lead Form’s list view, as shown in the image below.


Step 2 - Click on the make Inactive option from the drop-down actions list. 


Step 3 - The status of your Lead form will become Inactive. 


To Preview the Lead Form


Step 1 - Click on the actions button at the edge of Lead Form’s list view, as shown in the image below.

Step 2 - Click on the Preview option.


Step 3 - The form will display on a new tab.


To copy Embedding Link and QR Code for the Lead Form


Step 1 - Click on the actions button at the edge of Lead Form’s list view, as shown in the image below.


Step 2 - Click on the Copy Embed Code to Embed the web form on your website, or click on the Download QR Code to print or share the QR Code of the Web Lead Form.

Duplicate Lead Form

Lead forms can be duplicated which will save time to create identical lead forms for different branches. To duplicate the lead form, follow the following steps:

Step 1 - Click on the actions button at the edge of Lead Form’s list view, as shown in the image below.

Step 2: Select duplicate from the drop-down

Step 3: Edit the name of the lead form as per the requirement

Step 4: Select the office for which the lead form is to be created.

Step 5: Select the Save tab.





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