Lead generation from forms

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Lead generationLead generation

Lead generation is the set of web form conditions that define how a lead will move through the funnel after registering on your website.

If the company is not foundIf the company is not found

In this field, you set the rule for what the system should do if a client has registered on the website: a card must be created with a client TYPE (select the required type). If you can't find the one you need, you can add a new one in the TYPE directory in the Clients section.

Standard directories

Responsible for the clientResponsible for the client

Who will be responsible for the client after the card is created in the application.

SourceSource

If you want to clearly separate the information about which web form a registration came from, we recommend recording this in the Information source directory in the Clients section. If it doesn't matter, you can simply select the value indicating that the source is the website.

Create a task or not?Create a task or not?

Switch the toggle to the green position if you want a task to be created. Then select the task type from the list of values and who will be responsible for it. If you can't find the required task type, go to the Tasks directory - Task types and create the one you need. After that, sign in to the application again and you will be able to select the required type in the form's Lead generation settings.

Create a deal or not?Create a deal or not?

Proceed the same way as with the task setting. Switch the toggle to the green position if you want a deal to be created. Then select the deal type from the list of values and who will be responsible for it.

Don't forget to save the settings.