A lead form collects a consistent inquiry from your website and creates a lead your sales team can act on. Ask only for information the team will use.
In Releventful:
Click Communication & Clients > Manage Lead Forms. Open an existing form or click Add Lead Form Template.
Name the form. Click Add Form Item for each question; choose the field type, write a clear label, and mark essential contact and conversion fields required.
Open View Settings to check the form’s appearance and inquiry handling. Use the editor’s Save action after changes.
Resolve any warning that required fields are missing. Turn on the Publish/Unpublish switch only when the form is ready.
Click Try out form, submit a test inquiry, then click Pipeline in the top bar or Manage Contacts to confirm the lead’s name, brand, source, owner, and event details.