Embed and test a lead form
Video walkthrough: Build and test a lead form
Use this task to embed and test a lead form in the current Klusaro workspace.
Before you start
Open Klusaro as a user with access to Klientu pieprasījumu formas.
Steps
- Atvērts Klientu pieprasījumu formas and confirm the form is Active.
- Use Embed or open the Public URL.
- Enter fictional contact and enquiry details.
- Accept consent and submit.
- Confirm success and review the resulting Contacts or Leads record.
Screenshots
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.