Forms, Processes & Portals
- Capture Leads from Any Website with LeadSquared Form Widgets
- Mavis DB - Forms Integration
- Auto-Fill Date and Time on Dynamic Forms
- How to Add Buttons to a Dynamic Form
- Update Existing Opportunity through Forms when Duplicate Opportunity is Detected
- Forms and Processes - Feature Guide
- Non-lead Owners Can Create Opportunities Through Dynamic Forms
- Overwrite Lead Fields Through Dynamic Forms
- Mail Merge
- How to Save Progress for Multi-Step Forms in LeadSquared Portals
- How to Create a Form
- How to Create a Process
- How to Add Tasks to a Form
- Add Signature Fields to Forms
- How to Add a Payment Gateway to a Form (Paytm, Stripe, Razorpay, etc.)
- OCR, Bar Code and QR Code Functionality in Forms
- Preview and Download Forms
- Forms and Processes on Mobile
- Use Custom Domains For Portals
- Portals Smart Links
- Mavis DB - Portals Integration
- How to Show Activity Status in Portal Dashboard
- Create Lead Capture Landing Pages in Portals
- How to Track Application Status Using Forms & Activities in Portals
- How to Pre-Populate and Capture Data in Portal Forms
- Using Scripts in Portals and Landing Pages Pro for Google Analytics, FB Pixel, Chatbots and Other Custom Behaviour
- How to Save Progress for Multi-Step Forms in LeadSquared Portals
- LeadSquared Portal Designer - Preview Forms as PDFs
- Can You Display Different Variations of the Same Portal Page to Different Users?
- Create Portals with Multiple Web Pages
- LeadSquared Portal Designer
- Portal Management – Feature Guide
- LeadSquared Portal Designer – Create Sign Up Forms
