How to Set Up Lead Forms

Overview

Assign the form templates you want to appear when you email a lead form to a salesperson or customer.

For information on creating leads and sending lead summary forms, see How to Create a Lead.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Email / Form Setup

A screenshot of the Form drop-down list in a lead card file.

To assign the form templates you wish to appear when you generate and / or email a lead form:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Forms Setup > Lead > Forms.
  2. Select the form templates you wish to assign from the Forms Assigned drop-down list, then click Add Form.
  3. You can then reorder the assigned templates under Manage Forms using the grey drag handles.
    • This changes the order in which the form templates appear when selecting from the Form drop-down list when generating / emailing a lead form, with the top form being the default option. You can remove a template option by clicking the A delete icon with a red circle and a white minus symbol. icon.
  4. Adjust the Form Name of the template as required.
  5. Click Save.