How do you create a new lead form?

Web:

1. Click 'Lead Forms' on the left side menu.

2. Click '+Lead Form' in the upper left corner

3. Enter a 'Lead Form Name' for internal use only

4. Enter a 'Headline' for the top of the lead form

5. If you want this form to use a background photo different from the default, click 'Choose File' in the 'Form Background Photo' button box.

6. If you have any eSign documents you would like to add to the open house form, add them through the 'Include eSign Docs:' input box.

7. Toggle on the information you would want to collect within in the 'Information to collect:' area. You can also choose if the information should be required.

8. Select the Question Type

• Text
• Yes/No
• Rate (1-5)
• Number
• Dropdown

9. Enter the text for the Question

10. select 'Select a dropdown list' from the list if it is a dropdown question.

11. Enter a redirect link to have a redirect after lead form submission, like a listing page or brochure document

12. If you would like to send out a "Thank You" email after a lead submission toggle on the 'Send a "Thank You" email after signup' button.

13. To allow a form to collect leads, toggle on the 'Allow Lead Submission' button.

14. If you have a desired lender make sure you select them in the 'Lender:' dropdown box.

15. Click 'Save'

*Can only be performed on the web