Form

What is the function of the form?

The form can be created by business admin, sales leader and sales agent. A URL will be generated after creating the form that will be used to generate leads.

This is an example of a form that has been created by using leadMS:

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The steps on adding new form are shown below:

Add New Form:

Step 1: Click on the “Add New Form” button.

Step 2: Enter form name and description.

 

Step 3: Click on the “Add New Row” button to add any form content such as email address, image file and more.

Step 4: Select any type of content that you want to add.

Step 5: Then, picked whether the new row is optional or required to be filled. After that, add the name of the label. 

Step 6: Click on the “Add Row” button to save the content.

Form Details

Step 6: You may click on the check box to assign the form to any sales team.

  • Only the sale agents from the team can assign themselves to the leads of the form.
  • if it remain unchecked, all the leads can be viewed by all agents.

Step 7: Select product that is used for the form.

Step 8: Enter Facebook Pixel ID and Google Tag Manager.

Step 9: Click on the “Submit” button to save the form.

Edit Form

Step 1: Click on the “Edit” button.

Step 2: Click submit to save the changes made.

Copy URL form (To send it to your target customers)

Step 1: Click on the “Scissors” button to copy the URL form.

View the Form

Step 1: Click on the “Eye” button to view the form.

Delete the Form

Step 1: Click on the “Trash” button to delete the form.