To create a lead form, please make sure you have the permission to create the lead form.
Step 1: Select Settings from the top info bar.
Step 2: Select Lead Form from the list.
Or ,
Select the Favorite Enquiry Forms icon and then select Manage.
Step 3:On the lead form list page, click on the Add Lead Form button. Then you can create your customizable lead form to meet your requirement depending on the source.
Step 4: Give the lead form a suitable name to save form as.(It is mandatory).
Step 5: You can add a cover image in your form from the ADD COVER IMAGE section.
Step 6: Add a header to make your form look more professional. In the form header section you can add your company logo and the title of the form. You can also include header text which could be your address or contact information.
Step 7: Now, choose the fields you wish to have in your form. You can first select the system fields.
System Fields are those fields which are given by the agentcis system. These are the general fields that are mostly used by the education and migration agencies.
To select the field tick on the small square box next to it.
There are some mandatory fields in the system that are first name and last name which are already selected in the system.Similarly, you can select other fields as mandatory as well. Click on the asterisk sign beside them to make the field mandatory.
System fields in the first section are for filling in the Lead's Personal details. As mentioned before, First and Last name are mandatory in this section.
Then, we have Contact details in the second section.
Accordingly, there are various sections that contain system fields to choose from and they are Address details, Current Visa Information, Other details where you can enable a field for adding preferred Intake. We can include Interested Services, here one can select the Interested Workflow while filling up the form.
In further sections, you can select fields for adding Educational Background, English Test Scores, and Other Test Scores.
If you want your Leads to upload their documents from the lead form itself, you can select the Upload Documents field from the Upload document section and similarly select the Comments field if you want your leads to leaving important comments via the web lead form.
If the system fields are not enough then you can create a custom field as per your requirement. To learn the process to create the custom field, follow the following link: https://support.agentcis.com/en/articles/215-creating-custom-field
Step 9 - Select the Office where you want the form to relate. After you select the office, reference sources associated with it will be listed. Select the Reference Source & Tag name from the source field.
Step 10 - Now, if you are complete with the setting, click on the Save button to save the web form.
Step 11- Your Lead Form will be listed in the Lead form list view.
