Form

Functions of the form ?

The form can be created by business admin, sales leader and sales agent. An url will be generated after creating the form that will be used to generate leads. The steps on adding new form are shown below;

Add New Form:

Step 1: Click on the “Add New Form” button

Step 2: Enter form name and description

 

Step 3: Click on the “Add New Row” button to add any form content such as email address, image file and more

 

Step 4: Select any type of content that you want to add

Step 5: Click on the “Add Row” button to save the content

Form Details
Step 6: You may click on the check box to assign the form to any sales team.
– Only the sale agents from the team can assign themselves to the leads of the form.
Step 7: Select product that is used for the form
Step 8: Enter Facebook Pixel ID and Google Tag Manager
Step 9: Click on the “Submit” button to save the form

 

Edit Form

Step 1: Click on the “Edit” button
Step 2: Click submit to save the changes made

Copy URL form (To send it to your target customers)

Step 1: Click on the “Scissors” button to copy the URL form

View the Form

Step 1: Click on the “Eye” button to view the form

Delete the Form

Step 1: Click on the “Trash” button to delete the form