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 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 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.