Standalone lead form

The standalone lead form is a unique page created for each partner team member for them to submit leads without having to connect to the partner portal.

It is the fastest and most convenient way for partners to submit leads on Kiflo.

Who can access the standalone lead form?

Any team member who:

• Has access to Kiflo
• Can submit leads (see: How to customize Partner Program settings?)

How to get the lead form URL?

From the partner portal

By clicking the top-right corner menu:

• Then Account Settings
• And Forms

Click the Copy button or Open lead form in new tab link to access the standalone page.

From the admin portal

Open the partner's page for whom you want to get the URL:

• Then go to the Team tab
• Click the team member you want to get the URL for
• Finally, click on Get personal lead form URL

How to use the lead form URL?

Navigate to the lead form URL, you don't need to sign in:

• Fill in the lead form
• Click Next
• Fill in the associated contact form
• Click Submit

That's all!