Use forms to manage leads from non-sales people

When someone in your organization needs to share a lead with your sales department, it's best to have them fill out a form. This will keep everyone's workflow smooth and friction-free.

How it works

When a member of your organization submits the form, a company and contact will be created in your Upsales account. If the company and/or contact already exists, any empty fields will be updated.

By also creating a form action that assigns the lead, an activity will be created in Upsales and the assigned user or role will be notified via email, the Upsales web platform, and the Upsales mobile app.

This Best Practice article cover these steps:

• Create a form for lead submits
• Create a form action, to assign leads automatically
• Share the form with your organization
  • Share a direct link to your form
  • Embed it on your website
• Create a direct link to the form on your mobile home screen
  • iPhone users 
  • Android users
• Feedback to lead supplier

Create a form for lead submits

1. To create a form, go to Marketing > Forms & Landing pages > Forms. Click New Form button.
   
2. This will bring up the Form Editor in fullscreen mode. Click Form and give the form an internal name. 
   
   Make sure the internal name of the form, reflects the fact that it's a form for internal lead submits to make it easier to locate later on. 
   
   
   
   
3. Click Next to start setting up the form fields as you desire. To find out more about how to create your form, read Create a new form help article.
   
   
4. Make sure to include a form field for the name of whoever submits the lead. To do so, add a Form-specific text field.
   
   
   

Create a form action, to assign leads automatically

Once you've created your form, you need to set up form actions to assign the lead.

Assigned users/roles will get a new activity in Upsales and notifications via email, inside the web platform, and in the Upsales mobile app.

1. To assign the lead automatically go to Form Settings and click After-submit page.
   
   
2. Click Add more actions button
   
   
3. Click Assign
   
   
   
   
   
4. In the dropdown menu, select the user who should be assigned the lead. Or click the Role tab and choose a role, to assign every user in a specific role.
   
   
5. Click Save action

Now, when a lead is submitted, the assigned user or role will get an Activity and notifications telling them there's a new lead.

Share the form with your organization

Share a direct link to your form

1. To share your form, find the form under Forms & landing pages > forms. Click the form to bring up the Form Dashboard. Now click Publishing options. 
   
   
   
   
2. To share a direct link, click Copy on the untracked link.
   
   
   
   

Embed it on your website

1. If you want to embed the form on your website, scroll down to Embed on website and copy the code. You can change the pixel width and height of the form by adjusting the numbers.
   
   

Create a direct link to the form on your mobile home screen

Have your organization members create a direct link on their mobile phone home screens so they can quickly access to the form.

Share the form link with your organization members. Send it by email, SMS or via social media. 

Android users

1. Open the link in the Google Chrome mobile browser.
   
   
2. This will bring you to the form.  Click the three dots in the upper right corner to bring up the menu.
   
   
   
   
   
3. Scroll down to and click Add to Home screen
   
   
   
   
   
4. The suggested name will be the internal form name. Click Add to add a quick link to your home screen.
   
   

iPhone users 

1. Open the link in the Safari mobile browser.
   
   
2. This will bring you to the form. Click the upward arrow in the lower part of the screen to bring up the share menu.
   
   
   
   
   
3. Scroll down to and click Add to Home screen
   
   
   
   
   
4. The suggested name will be the internal form name. Click Add to add a quick link to your home screen.
   
   

Feedback to lead supplier

Don't forget to give feedback to the organization member who supplied the lead. Send them an email and let them know how the lead turned out.