Contents

Overview

If yours is the type of company that can get Leads from disparate sources - Inbound enquiries, Outbound calling or Partner Referrals, as examples - you can now create separate Lead Forms to capture just the relevant field information for each of those different types of Lead.

Each Form will be linked to a Lead Process - either the default process or a custom Lead process that has been created. Note that a single Lead Process may have multiple Lead Forms associated with it - each with a different combination of fields. New forms can be created or existing forms copied and amended.

If a Process has multiple Forms linked to it, users will be able to select which form to use when creating a Lead within that Process or will be able to change the Lead Form Type to another linked to the same process from within an existing Lead.

Additionally, Pipeliner’s Automatizer feature, Office 365 email integration and many other functions can be combined within lead processes.

Adding/Updating a Lead Form Type

Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner and choose “Administration”:

NOTE: Only Users with Admin Rights will see the Administration menu

Select "Fields & Forms" from the menu and then click on the “Leads” tab ↴

Before you make any changes, you’ll see one Form named “Default Lead”. Click on this form to open up the right hand panel so you can change the name (and the process it is associated with, if necessary)

Click on “Save” to apply your changes.

Editing/Adding Fields to a Form

Select “Edit Form” to change the fields that will appear on this form type for your users. If your field does not already exist, you can create it from here by clicking on the “Create New” button in the right hand panel under the Fields tab. Drag and drop fields from the list in the right hand panel onto your Form.

Once placed, add in your Form Field Settings including setting the field as required, changing its label or making it available for users using the Outlook add-in

Click on “Save” to apply your choices. Repeat this process until all the fields you want to include on the Form have been added.

You can re-order by dragging and dropping individually from one web element to another or by moving an entire web element

Click “Save” to finish off your Form and then remember to “Publish” to propagate the changes to your users.

Creating a new Form

Add a completely new Form Type by clicking on the “Create New” button. You’ll be prompted for a Form Type name and a process to associate it with. Click on “Save”. Edit the fields on the form as described previously.

Copy an existing form (with all its fields) by clicking on the “Copy” button. Once copied, click on the new Form to edit the name in the right hand panel.

Lost Lead Forms

Each Lead Form Type that you create can have a corresponding Lost Lead Form enabled to capture information about why a Lead is being Archived. This is a very useful and important tool for monitoring the performance of different sources of Leads - especially paid-for channels.

Select your Form and then scroll down in the right hand panel and click on the toggle switch to enable the Lost Form. Click on “Save” to apply your changes.

Once enabled, click on “Edit Lost Form” to add/remove fields as required

Deleting a Form Type

Select a Form and click on “Delete” to remove it completely. There is no “undo” so please be certain before you do this.

NOTE: the original “Default Lead” form cannot be deleted. Whatever you have renamed it to, when you select this Form, no delete button will be available.

User Access to Lead Forms

Access to different Lead Form Types (and their associated Processes) can be managed at the User Role level

Additional Resources/Next Steps

Using the Admin Module - Fields & Forms

Getting started with Units, Users, and Roles

Creating Lead Processes

Did this answer your question?