Leads, Forms & Routing
Capture new leads and send them to the right person.
11 articles
How New Leads Reach the CRM
Understand the path from visitor action to contact, assignment, and follow-up.
Create and Publish a Banner or Pop-up
Promote an offer with a targeted banner, modal, or slide-in pop-up.
Create a Lead-Capture Form
Build a form for your site, a shareable link, or another website.
Share or Embed a Form
Put a published form on your site or another website.
Review Form Responses
See what was submitted and connect it to CRM follow-up.
Create and Send a Worksheet
Collect guided client information with a reusable worksheet.
Set Team Lead Visibility
Choose whether agents see all, pooled, or only assigned leads.
Create Lead-Routing Rules
Route matching leads manually, round robin, or by current capacity.
Use Lead Flows
Control what should happen for leads from a specific source or experience.
Use Lead Books
Organize team access to defined books of leads.
Test Lead Capture End to End
Verify source, contact creation, assignment, notification, and follow-up.