Web to lead

Web to Lead allows SalesNOW users to create their own Web form and transfer leads from their website to SalesNOW. As new lead information is input, a new contact, company and lead record is actually being to created on your SalesNOW account. To generate this form simply:

  1. Click Setup and then click Web to Lead

  2. Create a Form Name

  3. Choose your default assignee. Typically this will be the individual within your company that has been assigned to work with these new leads
  4. Enter a Return URL. (The return URL is where new leads will be taken once they have finished the form)

  5. Select the criteria that you would like to be included in this lead form in the standard and custom lists

  6. Once all the desired criteria for the form has been input click Generate at the bottom of the screen
  7. The Web Lead Form script can at this point be copied and pasted into the HTML editor of your choosing.

 

See Also:

Web to Case

Managing Multiple Records