A Contact Form allows anyone to contact you online and have this submit as a Task or Opportunity against a Sales Contact.

Before you start, learn how Forms submission are processed.

Contents

1 Form Management
2 Add Form
3 Form Options
4 Manage Fields (if required)
5 Copy Option
6 Next Steps:

Required Knowledge: Sales+

Required LRM Access: Owner

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Navigate to LRM > Settings > Configuration > Form Management

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Form Management

Under the My Forms Tab you can:

Add Forms
Search Forms
- Active Forms only
- Inactive Forms only
- Both Active and Inactive
Manage Forms
- Use Toggle to set to Active or Inactive
Copy Forms

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Add Form

To add a New Contact Form, on the top right corner, Click Add Form
Select Form Type: Contact
Enter a Form Name:
- By default, ‘Contact Form’ is entered as a generic name. You can change it to enter the name you would like to call your contact form.

Wisenet-How to Add Contact Forms-Select Form

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Form Options

Choose the Submission Type:

Either, Task
1. Enter the Task Name
2. Manage Fields
  - Add more fields to the form (if required)
    1. Drag & Drop Fields in your preferred position on the Contact Form
3. Click Save OR Save and Close
Or, Opportunity
1. 1. Enter an Opportunity Description
  2. Use the Dropdown boxes to update Pipeline, Stage and Owner

Wisenet-How to Add Contact Forms-Submission Type

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Manage Fields (if required)

Once you have created a Form, Click to select the Form you want to manage so that you can:

Edit Form Options

Edit existing Fields

Hover on the field you want to edit
Click on the Edit icon

Add/Edit Conditional Logic

Find out more here

Add
- more Fields to the Form
- a Header
- a Text section
- a File Upload section

Hover on the Field where the new Field to be added will sit under
Click on the Plus Icon and choose whether you want to add Field, Header, Text or File Upload

Drag & Drop Fields to arrange them in your preferred order on the Form

Hover on the relevant field
Click and Hold the Drag & Drop icon
Drop Field in it’s new position on the Form

6

Click Save OR Save and Close.

7

Copy Option

Save time by using the Copy Form option available for existing Forms rather than adding a new Form if there is not much variances in between the Forms. Simply click on the ‘Copy’ icon next to the Form and edit the copy accordingly.

Next Steps:

(Optional) Configure Email Template – Configuring your Sales+ Email template will allow you to reference it when you are ready to send email confirmation to Sales Contacts. You can skip this and add later if desired.
(Recommended) Test your Contact Form – We recommend testing your Contact Form. To do so, you will first need to have the Contact Form added to your Sales+ Site.

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