How to customize the Lead Submission Form?
You will need to customize the lead form in order to gather more precise information on your leads. The lead form will also guide your partners on the information you expect them to gather on potential leads.
In this article
How to customize the lead form?
Here is a step to step guide to customize your lead form:
- On Kiflo click on the top right-hand corner on your name
- Click on Account
- On Account, go to Properties and the Leads tab
On this page, you can add or delete properties attached to each lead. These fields will be shown on each lead but also on your partner's lead form and personal lead form. You can choose specific permissions and behaviors for each property.
What are the best practices for lead forms?
- Place required lead properties on top of a leads form
- this will ensure your partners enter the required details first as a priority and know what you expect of them. In order to place properties on the form in a certain order please see the screenshot below:
- Keep the lead form simple
- By simple we mean keep the list of properties you expect from your partners on a lead short and also properties that are easy to attain from people.
- Choose the correct "Type" when creating properties
- This will ensure your partners enter the correct data and in the correct format. When you create a new property you can choose a type.
- Adding a Placeholder when creating properties
- These will guide your partners on the expected answer. When you create a new property you can add a placeholder.