Click Inbound leads located under Lead management in the main menu then click Manage Web Forms.
Choose which fields you wish to use from the default menu by ticking the appropriate box and then click Add New Field to add a custom drop down, date or text field.
Hint: The check boxes besides the 'x' icon allows you to set the field to be required. This means whenever its ticked the person completing the webform won't be able to submit until the field is populated.
Drag and drop the fields to display them in the order of your preference. When you're done Click Preview to see how your webform will look.
You can change the look/feel of this by clicking Extra's.
Save the webform when you're done.
NOTE: If you plan on using API then designing this is probably pointless, simply add the fields you need and click save.
Connecting your Webform to a Database in Finepoints CRM
1. Navigate to The Database manager.
2. Click options on the database which you want to add webforms to, then click Add/edit webform.
3. Select the Webform you made earlier
4. You'll need to map the fields of your webform to your Lead/Contact form in your database:
Map the fields to the options in your database.
Important: Where drop downs are used it is advised that cases and characters match precisely to the destination (in this case the lead form). For example if my lead form contains my a drop down called "PETS:" and the options are "Cats", "Dogs", "Parrot" then the webform must also have these options available in the same format with exception of the label (so webform has: My Pets: drop down options: Dogs, Cats, Parrots and the lead form has PETS with exactly the same options).
Clicking Save (and save again right after where it says "map form) and the below will be displayed:
Finepoints CRM will display three options:
Landing Form URL: For linking traffic straight to your form page
Embed Code: For embedding into virtually any website
API: To integrate with native webforms