Lead Form Customization

1. Feature Overview

The default Lead Forms feature helps you create and manage forms to capture new leads or update existing ones. LeadSquared has 5 built-in forms –

2. Prerequisites

• You must be the administrator of your LeadSquared account.
• 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 My Account>Settings>Leads>Lead Forms
2. Alongside Select Form to edit, click the dropdown and select Create Lead Form. 
3. You can remove/hide Lead Fields by dragging it 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

1. Click Create Section to create a new section of Lead Fields and click Save.
2. To rename the section, click .
3. To delete the section, click .

3.2 Entering Lead Details in Lead Form

1. From the main menu, navigate to Leads>Manage Leads or Leads>Smart Views.
2. Click Add New Lead on the right.
3. Enter the Lead Details in the relevant sections.
4. Click Save and close.

4. Creating Quick Add Forms

1. 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 Leads>Manage Leads or Leads>Smart Views.
2. Click Quick Add Lead.
3. Enter the lead details and click Save and Add New or Save and Close.

5. Creating Lead Forms on Mobile

1. 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. Click on the top left of your screen to view the main menu.
3. Click the drop-down icon next to Smart Views and select My New Leads.
4. Click Add Lead to view the Lead Form.
5. Click Submit once you’re done filling in the lead details.

6. Creating Lead vCard

1. 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 Leads>Manage Leads.
2. Open the Lead Details page by clicking on the relevant lead name.
3. Click next to the lead name to add/edit details.
4. Click to save the details.

7. Creating Agent Pop-up Form

1. 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.

8. Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!