Lead Enquiry Form
The Lead Enquiry Form Widget provides a simple way to connect your website with DASH, helping turn website visitors into managed prospects with minimal effort.
By embedding the enquiry form details into your website, prospective clients can submit their contact details and enquiry through a simple online form. The form captures key information including First Name, Last Name, Email Address, Phone Number, and Enquiry Details.
Once submitted, the enquiry is available to be created as a Contact within DASH, eliminating the need for manual data entry and ensuring no potential lead is missed. This allows your team to activate a workflow and commence your prospect/lead process.
Setting up
Subscribe to the Lead Enquiry Form Widget App in the Store (note, it takes a few minutes to appear in the apps panel the first time you subscribe)
From the Apps Panel > Launch the app, navigate to Settings
On this page there is the code that is required to be added to your website along with styling information
Add your website in the allowed origins section and decide if you’d like to enable the verification reCAPTCHA to combat SPAM.
The form will now be available on your website for prospects to complete.
Importing into DASH Contacts
Once a client has completed the form on your website, a contact can now be imported into DASH:
Select the Apps Panel and launch the Lead Enquiry form app
Within the Enquiries section, the client/s details appear, along with email, phone and message completed in form. To create a new contact select Save to CRM next to each client
Navigate back to DASH, the client will now appear within the Contacts list
