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How to Create a Lead Form in Oorwin

CRM

Lead forms help you capture leads directly through forms. 

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Sales โ†’ Leads โ†’ Forms โ†’ Create Form

To create a lead form: 

  1. Go toย Sales โ†’ Leads.ย 
  1. Click onย Forms.ย 
  1. Selectย Createย Form.ย 
  1. Fill in all the required details.ย 
  1. Review the form details.ย 
  1. Clickย Save.ย 

Once saved, the form will be available for capturing leads. 

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