Customer Lead Forms will typically be used on your website or social media sites to capture contact information from prospective customers interested in learning more about your products and services.
Once a custom form is created (Preferences > Custom Forms) and placed on a webpage or social media site, you can see the customers that come through in 3 places:
Submissions (Preferences > Custom Forms > click the form > Submissions)
Customers tab (they will be in the "Lead" sub tab)
Notifications in the top right of app
NOTE:
Customer will automatically populate in Urable and all the data that came from the custom form will be displayed at the bottom of the customer page in “Custom Data”
If you create a default “Origin” (i.e. Facebook) then you will know right away that those customers came from Facebook
Make sure your notification for “Customers” is on. You can set this notification by clicking the bell icon in the top right corner of the home screen (see #3 below)
Make sure notifications from Urable are also enabled on your cell phone
You can provide a link to your custom form or embed your custom form on a website or social media page
