When a potential client populates and submits the website lead form, you will see it appear as a notification in your Releventful account. Notifications are located on the left-hand side navigation bar, towards the bottom of the page. As notifications appear, you will see a red indicator on the notification bell icon.

When someone has submitted the website lead form, you will receive a notification that you have a new inquiry. From here you can select the “view details” option beside their name to review their submission and event details captured in the website lead form process. Scrolling down this pop-up window, you can review their answers to your questions and get an overall feel for their event needs.

The other option here is to convert the inquiry to a sales lead. Or you can choose to delete the inquiry entirely. Be careful, the delete option will not ask you to confirm the deletion, but will delete the inquiry as soon as you select this option.

If you select the “Convert Inquiry to Sales Lead” option, you will see a pop-up containing the form details. Under the form details that the user provided, you can set other sales pipeline settings before converting this to a lead. Please note that these options here for the sales pipeline settings will override any default settings you have chosen to enable the website lead form settings menu. We will review these settings later in this tutorial. Just keep in mind that you can set sales pipeline settings here in this pop-up menu to override any of the default selections you have set in the system.

For example, you can move this into a specific sales stage on your pipeline and even assign a specific sales rep to work this lead.

Once you have reviewed and updated the settings accordingly, you will see the prompt at the bottom of the window to “convert to lead”. Select this when you are ready.

You will see a message from Releventful confirming that the lead has been created. This prompt can immediately direct you to the lead if you select “yes.”

You can now also find your lead on the sales pipeline. In most cases, you will see the lead under the “qualified” stage but this could be different for you depending on the stage that the lead is set to be in when making the conversion.

Now, there is an option to automate this entire process. You can set up your account accordingly so that leads are automatically created in the system when the website lead form is populated and submitted. This automation will eliminate the process of you having to receive and review the notification first before converting the inquiry to a lead. Instead, with the automations in place, when the form is received, a lead will be generated automatically and kick off any other automations that you have running in your account for this event type.

If you are interested in enabling this type of lead creation, select the settings gear at the bottom of the left-hand navigation bar and select “website forms” in the submenu that appears. Select “website lead” in the nested menu. On the page that appears, toggle the setting for “auto-approve leads” to on. When this is enabled, you will no longer need to review the notification first and convert the inquiry form to a lead. When a user submits a populated website lead form, the lead will be automatically generated and placed on your sales pipeline.

Further down this page, you will find the additional default sales pipeline settings that I spoke about earlier. For example, you can set the initial sales stage that a lead will fall into, and the default sales rep that will be assigned to work all new leads.