Last Revised: 06 Jan 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read.
Capitalize on web traffic by integrating Veloxity's Lead Capture Forms directly into your website.
Use Lead Capture Forms on your website to collect information on potential leads. This process is called Web-to-Lead.
Configure Lead Capture Forms by selecting the fields you want to include on your Lead Capture Form.
Lead Assignment Rules, Veloxity can automatically assign the new Lead records to the salesAfter you configure reps you've designated.
Jump to the following sections to learn more about Working with Lead Capture Forms:
Working with Lead Capture Forms
The Lead Capture Web Form can generate new leads and automatically assign them to sales reps.
Lead generation and assignment (when Lead Assignment Rules are configured) happen automatically saving you time and resources.
Sales reps receive Leads immediately allowing for quicker follow-up.
You are looking at a screenshot of Lead Capture Forms in CRM Setup.
Figure 1. Lead Capture Forms in CRM Setup.
Optimize the Lead Capture form for your website by setting up the following fields.
The numbers below correspond with the numbers in Figure 1:
|Function Name||How to Use|
|1. Save||Click Save to save the changes to the Lead Capture form.|
|2. Add Fields to Form||Add new fields to the Lead Capture Form.|
|3. Label||Name of the Field Value.|
|4. Default Value||Preset values used when records hold similar data.|
|5. Required Field||Check the box if this is a required field on the Lead Capture Form.|
|6. Move Up||Rearrange the fields by moving the field up.|
|7. Move Down||Rearrange the fields by moving the field down.|
|8. Delete||Click Delete to delete the field.|
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