Where
Sales & CRM › Setup › Estimate request forms · Leads / Deal › Setup › Web to LeadWho
Anyone allowed to see this screen.Press + New form, name it and press Save and build. Add its fields, copy its embed code into your website, and see what it receives. A form is Taking submissions or Paused. Until you make one the screen says No forms yet.
What a form receives arrives as an estimate request or as a lead.
What Flowrica does here
She can build the form with you, one question at a time (Build a request form); nothing is saved until you press the form's own button.



