How to create a question form for leads
Lead forms, Lead capturing
With Delenta Lead forms, you can get to know your lead/prospects prior to the initial discovery/introductory call by requesting them to fill out a simple set of questions at the time of booking the discovery call with you. You can create a total of up to 6 questions to be presented to your leads at the time of booking a session with you.
How to create a form for leads
Step 1: Click on your profile picture in the top right-hand corner and then Update Profile
Step 2: Go to the Coach Availability section and click Lead forms
Step 3: Create your questions
You can add up to a maximum of 6 questions and choose how leads can respond i.e. short answer or long answer.
Full Name, Email and Message shown in the lead form are default fields and cannot be edited.
Click on the PREVIEW button to preview the form and see how your leads will view the form at the time of booking a session with you.
When leads request a discovery call they will be prompted to fill out the form and submit their answers. Once they submit their request you’ll be able to view their request and responses via your dashboard under New Lead Request.
When you click on Accept Lead button, the form will be expanded to give you details of the booking and their answers to the questions, at which point you can make a decision to accept/decline the request.
As soon as you accept/decline the request, your lead will be notified via an email.
You'll also be able to view their responses in the My Contacts area.
Step 1: Go to My Contacts
Step 2: Click on your leads contact
Step 3: Go to Activity
Step 4: Select View on Lead form responses
Did this answer your question?