Create forms and embed them on your website, or build your own landing page with forms to collect information about your visitors. Then you can track the companies and contacts with form submits and assign a sales rep.
Video 4:12 How to work with forms and landing pages
This article includes information on:
- Opening forms & landing pages
- Viewing Forms & Landing pages
- Headers
- Sorting
- Editing
- Filtering
- Saving
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Opening Forms & Landing Pages
- Click Marketing → Forms & landing pages:
- Toggle to view either forms or landing page data:
Viewing Forms & Landing Pages
Headers
After opening, you'll see a dashboard with a set of column headers:
Sorting
Click any header to sort in ascending/descending order:
Editing
You can edit which headings appear in your dashboard by clicking the tools icon:
Click an option under form fields to add to your dashboard. You can have up to 8. You can also rearrange the column order by clicking and dragging options under Selected columns:
Filtering
To filter the view, click Filter above the tools icon:
To clear active filters, click the Trash icon:
Saving
To save a dashboard view, click Filter and then click Save & share view.
You can also share the view by clicking Copy link. Sharing only works with active users and roles who have the same permissions as you.
Your saved view is now available under My views when you click the dropdown:
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