BizCRM App

Guide to Navigating and Configuring the Lead Form on Your Website

STEP 1: Click on "Lead Form" to Access Lead Details

  • Navigate to the "Lead Form" button on the interface.
  • Click on the "Lead Form" button to proceed to the lead details section.
  • Ensure you have the necessary permissions to access the lead form.
  • After clicking, look for the toggle button to manage field visibility in the next step.

Step Image

STEP 2: Click on Toggle Button to Turn the respective Field On and Off

  • Locate the toggle button next to the "Email" field in the Lead Form.
  • Click the toggle to enable or disable the field as needed.
  • Ensure the status reflects your choice (On/Off).
  • Repeat for any other fields you wish to modify.
  • Check the "Preview" section to see updates in real-time.

Step Image

STEP 7: Click to Use the Share Link or Copy and Paste the Embedded Code on Your Website

  • Locate the highlighted area containing the embedded code and share link.
  • Copy the provided <iframe> code to embed the form on your website.
  • Adjust the width and height parameters as needed for your site layout.
  • Use the "Share Direct link" for easy sharing of the form.
  • Ensure to complete any required fields before saving your changes.

Step Image