Choose the type of form you want to create
You can create five different types of offers - these need to exists before you start editing the form:
- contact request (sales)
- offline event registration
- webinar registration
Decide on lead qualification questions, routing and nurture
Plan how contacts who fill out the form are qualified, routed and nurtured.
Create your new form and customize form fields
Give it a test
Ensure that your form and landing page display and behave correctly, contact and leads records are updated accurately, lead routing notifications are received, tracking and links work.