Built-in lead capture

In simple words

Built-in lead capture is part of Public Website. Every enquiry into your CRM. This guide takes you through it in 6 short steps.

Where it fits in your work — Choose a theme. Start from a neutral starter site that is live from day one.

Before you start

• You need to be signed in to your company's workspace. Public Website appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Built-in lead capture belongs to Your public website in Public Website. Every enquiry into your CRM.

Step by step

1. 1

   Step 1

   Open Public Website

   Sign in and open the Public Website panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Forms”

   In the left menu, click “Forms”. The “Forms” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Label
   • Placeholder
   • Help text (optional)
   • Required
5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • Save
6. 6

   Step 6

   Done

   Every enquiry into your CRM.

Tips

• You can use more than one filter together (Label, Placeholder, Help text (optional)) to see exactly the records you want.
• The search box accepts: Search this list…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Public Website → Open “Forms” → Find what you need → Narrow the list → Other actions on this screen → Done

What it connects to

• Website

  Everything is edited in the website builder.

• SEO

  Sitemap, robots and structured data.

• CRM & Sales

  Enquiries become leads.

What you will see on this screen

These are the parts of the Forms screen, exactly as they appear in the product.

Why use Public Website

Public Website replaces website hosting & domain setup, on the same login and the same data.

• Live on your own domain with automatic SSL
• No hosting, plug-ins or developers to manage
• Every enquiry captured into your CRM
• Maintenance mode when you need to work safely

Who uses Public Website

• Owners

  Publish a professional site without hosting or developers.

• Marketing

  Keep content current.

• Visitors

  Reach your business on your own domain.

More in Your public website