How the Website Lead Form Works

There are lead forms in 3 locations on the website:

• On the right sidebar
• At the bottom of pages
• In a pop-up

All 3 forms are linked to the same Funnel Contact Form.

When a Lead Submits a Form

When a lead fills out and submits a form, here is what happens:

1. The lead is redirected to the Thank You page.
2. The lead is automatically added as a new Opportunity in Leadstack under Website/Funnel Leads.
3. The lead also gets added as a new Contact.

Viewing and Managing Leads

To view and manage leads:

• Go to Opportunities > Website/Funnel Leads to see new leads.
• Click on a lead to message, email, schedule appointments, assign to staff, etc.

Editing the Lead Form

To edit the lead form fields, text, styling:

1. Go to Sites > Forms > Builder.
2. Open the Funnel Contact Form.
3. Make changes to fields, text, colors, etc.