Navigate to Setup > Lead > Web to Leads. From there, to create a new form, select the New Form option. From there, you'll how to fill in the form information first to be able to use the form builder. Name your form, then you will have to select your language preferences, and you will have to select the wording for your submit button text, and it is best to make this a call to action for your user. Once you have your button named, you'll be able to select the background colour of your button and if at any time you'd like to change the background colour of the text, you can do so.
Then you will have to select what should happen after a participant submits this form as you have two options. The first option is to display a thank you message which you have to manually type in a message here. The second option is to redirect the participant to another webpage after submitting the form which means you will have to paste in a website URL or a Calendly link to allow your form to redirect to an advisor's Calendly link to schedule a meeting.
Next, you will have to give your lead form a title prefix - this is important as when a new lead submits a form in front of their name, you will see this prefix. It’s best to make this something that is easily identifiable and easily associated with that lead form and its intention.
The next important thing that you'll want to do is select the source of your lead form which is where the lead form is going to come by selecting the dropdown and selecting through the options, and if the option that you're looking for is not there, or it's new, you simply have to select the plus option to add in a new source.
Then from there you can select the lead status that will show when somebody submits this form for all new forms, we traditionally set it as new leads but you can set this as you see fit.
Next, you will assign a responsible person for this lead form and then you will select your notification settings for this lead form - so if you want to be notified when a lead is imported, leave this checked.
If you want to notify specific staff members, you can select here what staff members you'd like to notify or you can select multiple staff members, or you can select to notify staff members with specific roles, or you can just select to send notifications only to the responsible person.
Then once your data is entered to your satisfaction, you will have to select the save button.
From there you will be taken to our form builder where you can add your fields by selecting them on the side menu or by dragging and dropping the question or option to where you feel it fits.
When building a form, you can drag and drop questions to rearrange the content and then it's very important that you navigate down to the bottom of your page and select the Save option.