Posted: 2013-04-09 15:54 |
Hi, |
Posted: Wed, 08.05.2013 - 09:03 |
Hi Abi Apologies for the delay in replying regarding this query. (Remember that as an authorised support contact you can email support@workbooks.com to raise support cases.) Are you trying to create a different layout for Leads? If so, you can achieve this by navigating to Start > Configuration > Customisation > Record Types > Sales Leads > Form Layouts > New Form Layout. If you want your prospects/customers to be able to fill in a form on your website which automatically generates a Lead within your database, you create as many different Web To Lead forms as you like. (Start > Configuration > Email & Integration > Web To Lead > New Lead Key.) The different keys that are generated can be used on different forms on your website and a web developer can set up each form so that the resulting Lead is populated with different information, such as showing a different source (so you know which form on your website was submitted), different default fields and so on. If you have any further queries about this functionality please feel free to contact our support team.
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