Help Centre / Forms / Create a lead form

Create a lead form

Video walkthrough: Build and test a lead form

Use this task to create a lead form in the current Klusaro workspace.

Before you start

Open Klusaro as a user with access to Klientu pieprasījumu formas.

Steps

  1. Atvērts Klientu pieprasījumu formas.
  2. Atlasīt Jauna potenciālā klienta veidlapa.
  3. Complete name, slug, public title, button label, success message, and consent.
  4. Add required fields and pipeline mapping.
  5. Atlasīt Save Form.

Screenshots

Show builder

What happens next

The updated state appears in Klusaro and can be reopened for confirmation.

Useful notes

When practising, use information you are authorised to enter.

Related articles