Who this is for: Workspace admins and authorised sales users
A lead form gives prospective customers a way to send an enquiry. Keep the form focused on information your team needs for the next conversation.
Steps
Open the lead form options available in your workspace's Leads area or lead settings.
Review the contact and message fields. Enable only the optional fields your business needs, while keeping required fields in place.
Save the form configuration and use its available preview or public link to review the result.
Check the form on a phone as well as a desktop. Make sure the field labels explain what the person should enter.
After publishing, review new enquiries in Leads and give the responsible person a clear next step.
If you get stuck
If the form cannot be found, check module availability and your permission to manage lead forms. Public enquiry forms are for new sales conversations; use CRMCEO support when you need help with the software.