Lead Form Customization

1. Feature Overview

LeadSquared provides five built-in lead forms to help sales and marketing users capture and manage lead data without navigating across multiple pages. Each form is designed for a specific context, from detailed desktop entry to quick mobile capture and agent call pop-ups.

2. Prerequisites

• You must be an administrator of your LeadSquared account to configure lead forms.
• Identify the lead fields you want to capture before customizing a form. To create custom fields for your business data, see How to Create Custom Fields.

3. How It Works

When a user triggers a lead-related action, such as adding a new lead or receiving a call, LeadSquared presents the appropriate form based on the context. Each form pulls from the same pool of lead fields defined in your account, but displays only the fields you have configured to show for that form type.

Administrators configure each form independently through Settings>Leads>Lead Forms. Fields can be shown, hidden, or reordered by dragging them between sections. Fields moved to the Hidden Fields panel are not deleted; they are simply excluded from display in that form. This means the same field can appear in one form type and be hidden in another.

Sections within a form can be created, renamed, reordered, and deleted, giving administrators control over how lead data is grouped and presented to users.

4. Form Types

5. Configuring a Lead Form

The steps below apply to all five form types. Where a form type requires additional context, it is noted in the relevant section.

1. Go to Settings>Leads>Lead Forms.
2. In the Select Form to Edit dropdown, select the form type you want to configure.
3. Manage fields and sections as needed using the options below, then click Save.

Fields

• Drag a field to the Hidden Fields panel on the right to remove it from the form.
• Drag a field from the Hidden Fields panel back into a section to restore it.
• Drag a field within a section to reorder it.

Sections

• Click Create Section, enter a name, and click Save to add a new section.
• Hover over a section title and click the Edit icon to rename it.
• Hover over a section title and click the Delete icon to delete it. All fields must be removed from a section before it can be deleted.
• Drag a section to a new position to reorder it.

6. Lead Form

Entering Lead Details

1. Go to Lead Management>Manage Leads or Lead Management>Smart Views.
2. Click Add New Lead to open the form.
3. Fill in the lead details across the relevant sections.
4. Click Save & Close.

7. Quick Add Form

The Quick Add Form is designed for fast lead entry using only essential fields.

Entering Lead Details

1. Go to Lead Management>Leads or Lead Management>Smart Views.
2. Click Quick Add Lead.
3. Fill in the lead details and click Save & Close.

8. Lead Form on Mobile

The mobile lead form allows field users to capture lead data from the LeadSquared mobile app.

Entering Lead Details

1. Open the LeadSquared app and log in.
2. Tap Leads to view your lead list.
3. Tap the Add Lead icon in the bottom-right corner.
4. Fill in the lead details and tap Submit.

9. Lead VCard

The Lead VCard displays key lead details, quality metrics, and lead properties on the Lead Details page. Users can edit the VCard directly from that page.

Editing Lead Details in the VCard

1. Go to Lead Management>Manage Leads.
2. Click a lead name to open the Lead Details page.
3. In the left panel, click More and select Edit VCard.
4. Update the details and click Save & Close.

10. Agent Pop-up Form

The Agent Pop-up Form appears automatically when a sales user handles an inbound or outbound call. The user can enter details for a new lead or view an existing lead’s information directly from the pop-up.

For information on setting up telephony integrations, see Universal Telephony Connector.