Web forms and custom fields

Put a form on your website or share a link, and every enquiry becomes a lead. Add your own fields to leads, deals, contacts and companies.

Custom fields

Add the details your business needs, such as Budget, Property type or Preferred visit date.

1. Go to Settings › Business settings › Custom fields.
2. Choose where the field goes: leads, deals, contacts or companies.
3. Enter the label and choose the type, such as text, number, amount, date, a list to pick one from, or a list to pick several.
4. Choose whether it's required and whether it shows in the list, then save.

The field appears on the form under More details, and as a column in the list if you chose that.

Web forms

1. Go to Settings › Business settings › Web forms and click New web form.
2. Enter the Heading on the form, a Short note under the heading and the Button text, and choose a Button colour.
3. Choose the fields to show, including your custom fields, and tick which are Required.
4. Choose the Lead source for leads from this form, and who to Give new leads to. If you have assignment rules, choose The assignment rules to share the leads out.
5. Choose what happens After sending, such as a thank-you message.
6. Click Save web form.

Share the form

Click Share on the form:

• Copy the link to send by WhatsApp or email, or put it on social media. Open shows the form.
• Copy code to paste the form into your website.

Each enquiry becomes a lead with its source, and the owner is notified.

The Free plan includes 1 web form. Paid plans have no limit.