Clients & leads
Build and share lead intake forms
Collect required contact details and custom answers on a branded public form.
For owners1 min read
Build an active form
- Open Leads → Form Builder and create a form.
- Review the greyed-out Required Fields and the required How did you hear about us? question.
- Add your own questions and choose the supported answer format, including GIF, Sliding Scale or Pain Scale.
- Save, then copy, text or email the form’s dedicated link. Review your White Label logo and color on the public form when your plan includes branding.
Review Completed forms
Completed answers are private to your business and authorized staff. The table starts with five items and can show ten. Apply date, lead-name, marketing-source and keyword filters. The source shown/filterable here belongs to the lead; it is not a form-builder campaign assignment. Pain Scale responses include the selected face card, not only a numeric fraction.
Email matching does not grant portal access
Submission matches an existing lead email within your business or creates a lead when needed. The required discovery question supplies source attribution. Submitting a form never creates a paid purchase, proves client identity or grants owner or family-portal access.