Lead Form Customization

1. Feature Overview

The default Lead Forms feature in LeadSquared helps you capture and organize lead data efficiently by providing ready-to-use forms for different lead management scenarios. These forms make it easier for sales and marketing users to add and update lead details without needing to navigate across multiple pages. LeadSquared has 5 built-in forms –

2. Prerequisites

• You must be the administrator of your LeadSquared account to customize the default forms.
• Decide which data (lead fields) you want to capture in the lead creation forms. To create custom Lead Fields to store data relevant to your business, see How to Create Custom Fields.

3. Create Lead Form

To create a new Lead Form –

1. Navigate to Settings>Leads>Lead Forms
2. Alongside Select Form to edit, Create Lead Form is selected.
3. You can remove/hide Lead Fields by dragging it from/to the Hidden Fields section on the right.
4. You can also retrieve a particular field from the Hidden Fields by dragging it to the relevant section.
5. To change the order of the fields within a section, click and drag the particular field to the new position.
6. To change the sequence of the sections, click and drag the particular section to the new position.
7. Click Save once your customization is done.

3.1 Managing Sections

You can edit, delete or add new sections depending on your company’s requirements. You can also move fields from one section to another.

1. Click Create Section to create a new section of Lead Fields and click Save.
2. To rename the section, hover over the section title and click the Edit icon.
3. To delete the section, hover over the section title and click the Delete icon.

3.2 Entering Lead Details in Lead Form

1. From the main menu, navigate to Lead Management>Manage Leads or Lead Management>Smart Views.
2. Click Add New Lead to open the form.
3. Enter the Lead Details in the relevant sections.
4. Click Save & Close.

4. Creating Quick Add Forms

1. In the Lead Forms setting, alongside Select Form to edit, click the dropdown and select Create Quick Add Form. 
2. Follow the same steps taken while creating a lead form.

4.1 Entering Lead Details in Quick Add Lead Form

1. From the main menu, navigate to Lead Management>Leads or Lead Management>Smart Views.
2. Click Quick Add Lead.
3. Enter the lead details and click Save & Close.

5. Creating Lead Forms on Mobile

Lead forms on Mobile are helpful to add new leads on-the-go.

1. In the Lead Forms setting, alongside Select Form to edit, click the dropdown and select Create Lead Forms on Mobile. 
2. Follow the same steps taken while creating a lead form.

5.1 Entering Lead Details on the Mobile Application

1. Open the LeadSquared Application and log in to your account..
2. Tap on Leads to view your lead list
3. On the bottom right corner, tap the Add Lead icon to view the Lead Form.
4. Click Submit once you’re done filling in the lead details.

6. Creating Lead VCard

The Lead VCard displays Lead Details, Lead Quality Metrics, and Lead Properties on the Lead Details page. You can edit the lead VCard and properties directly from the Lead Details page to display relevant lead information.

1. In the Lead Forms setting, alongside Select Form to edit, click the dropdown and select Create Lead vCard. 
2. Follow the same steps taken while creating a lead form.

6.1 Entering Lead Details in a Lead vCard

1. From the main menu, navigate to Lead Management>Manage Leads.
2. Open the Lead Details page by clicking on the relevant lead name.
3. On the left panel, click More and select Edit VCard.
4. Once modified, click Save & Close to save the details.

7. Creating Agent Popup Form

1. In the Lead Forms setting, alongside Select Form to edit, click the dropdown and select Create Agent Pop-up Form. 
2. Follow the same steps taken while creating a lead form.

7.1 Entering Lead Details in an Agent Pop-up Form

Your LeadSquared account will display a pop-up form when your Sales User works on an incoming or outgoing call. The Sales User can then enter new lead details or view the details of an existing lead on the form. For more information on telephony integrations, see Universal Telephony Connector.

Any Questions?

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