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The more you know, the further your business will go.

Create New Lead

• Navigate to leads from the main menu on the left side and click on the button new lead.

• You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open on whatever page you are inside CRM.

• If you mark the lead public, it will be visible to all staff members, otherwise it will be visible to the assigned member, creator, and administrators.

• Created Leads can be viewed by all staff members, staff members that are not admins will be able to see the leads in the following cases:
o If a lead is created from the staff member itself.
o If a lead is marked is public.
o If a lead is not created from a staff member but this staff member is assigned to this lead.

If you got in touch the day when you add this lead don’t uncheck the Contacted today field in the database will be automatically updated.

Sending proposal to customer or lead

We assume that you have already created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.

You can include the proposal link inside the email template and let your customer view it without login. This is also useful for leads.

After you send the proposal, a lead/customer can open it an make action ex/ accept, decline, make comments. The creator of the proposal and the assigned sale agent will get notification in CRM, and email, that customer commented or accept/decline the proposal.

Lead Source

You will always need a way to know from where you got the lead.

• Go to Setup -> Leads -> Sources and add new source depending on your needs.

• To setup default lead source navigate to Setup->Settings->Leads and chose Default Source.

You can assign a source per lead and you will know where your leads are coming and from, where you have the most leads converted to clients when generating report.

The default lead source is used to auto populate the source field when creating new lead, each time you add new lead this source will be auto selected

Convert Lead to Customer

Convert Lead to a Customer

1. Click on the lead and wait for the modal to be opened, on the top button click Convert to a customer.

2. The convert to customer modal will be shown and the system will try to auto-populate some fields like first name, last name.

3. If custom fields for the lead will be shown as well, in the convert to customer modal and you will have the ability to merge the custom fields in the customer profile as custom fields or database fields. If you are merging as a custom field and this field not exist will be auto-created.

What will happen after I convert the lead to a customer?

After you convert the lead to a client, the lead will be auto-moved to the default system status Customer if is not already there.

In the leads table, by default, the leads that have status “Customer” will be excluded, because they are converted to a customer and no longer needed to be seen in the table-on-table load if you want to list them you will need to apply the filters.

Make sure you don’t rename the default system status Customer to something else to avoid confusions.

Lead Statuses

You can easily customize leads statuses so they can fit into your workflow.

• To add new lead status, you will have to go to Setup -> Leads -> Statuses and click New Lead Status.

• To setup default lead status navigate to Setup->Settings->Leads and chose Default Status.

The default lead status is used to auto-populate the status field when creating a new lead, each time you add new lead this status will be auto-selected.

System Status

CRM installation comes with 1 lead status, this is the system status for converted leads, the status will have name Customer, this status is mostly used for reports, for recognition that specific lead is converted to a customer.

Do not rename this status to some other name like NEW to prevent confusion.
Setup Web to Lead Form

Web to Lead feature allows you to build a web form, based on leads, fields and custom fields, to place it on your website, landing page etc as an iframe.

The visitors can then enter their names, email addresses, upload attachments and other basic information to create a lead directly in  CRM.

To create new web to lead form, from the main admin menu navigate to Setup->Leads->Web To Lead

Click on the button on the top left side New Form

NOTE: You will be able to build the form after you first create the initial form, including all the settings.

1. Form Name – Give your form a name, it’s for personal use and will be displayed in the lead profile when you open lead.

2. Language – The language is currently used only for the validation messages.

3. Submit button text – The bottom where the user will need to click to submit the form E.q. Request a Quote or Contact us, feel free to adjust to fit your needs.

4. Message to show after the form is successfully submitted – This message will be shown after successfully submitting the form.

5. Allow duplicate Leads to be inserted into a database – Often in web to lead forms, duplicate leads are inserted into database. CRM has the ability to prevent this from happening by auto creating the lead as a task, including all form data as a description, instead of inserting directly to the leads database, in this case, the responsible staff member will need to analyze the lead data and take further actions.

6. Source – Default lead source.

7. Status – The lead will need to be in status after successfully is imported into CRM database.

8. Responsible – Auto assign the lead to a specific staff member.

9. Notification settings – All users based on the notification type will be notified via built in notification inside CRM, and additionally the responsible lead staff member will get an email notification, if Setup->Email Templates -> New Lead Assigned to Staff Member is not checked as disabled.

10. Recaptcha – You can use Google Recaptcha to prevent spamming. The field for Google Recaptcha will be shown only if you have previously configured the recaptcha keys.

After you create the form 2 new tabs will be shown in the form area Form Builder and Integration Code.

Form Builder – The place where you build the form and adjust all the fields you need.

Integration Code is the code you will need to place into your website for the form to be shown, note that from the link you will be able to see that each for have a unique key.

Building The Form

When you save the initial form settings, you will be automatically sent to the Form Builder tab, and on the left side you will be able to see all the available form fields taken from the lead profile. Note that if you have custom fields for leads, you will be able to include your custom fields inside the form with an easy with drag and drop.

There is only 1 exception, the custom fields which are Hyperlinks do not have support to be included in the web to lead form.

To add a field to the form just drag the field to the right side in the form area.

After you drag the field, you will be able to see the dragging ability for this field will be disabled. You can only add the field in the form once to prevent confusion with the form data.

Customizing The Fields

If the fields don’t fit exactly for your needs, you can customize the labels, add help text, placeholders and make them required. When you drag the field in the form area just hover over the field on the top right side you will be able to see 2 buttons (edit and remove)

After you customized the form, click on the bottom left button SAVE and click on the tab Integration Code to get the code you need to add to your website. The code will be placed as iframe and you can adjust the width and height directly to the code snippet provided by CRM.


If you need to style the color of the input fields to fit with your website you can create custom.css file in assets/css and apply the necessary styles.

Example changing inputs border color:

body.web-to-lead input {

Example changing submit button background color:

body.web-to-lead #form_submit {

body.web-to-lead #form_submit:hover,
body.web-to-lead #form_submit:active {

Direct link sharing

The forms can be shared directly to your customers without actually embedding the form on your website, this feature is useful for example if you want to include a link in emails, SMS etc…

In order for CRM to know that the form link is shared directly and not embedded into an iframe, you need to specify the URL query string, in this case, CRM will provide better styling to the form.


Create Multi-Column Form Layouts in Web To Lead Form (available from v1.9.0)

By default, the form fields will be added in a single column, full width of the document, if you want to customize the form and have the fields displayed in multiple columns, we have added the ability to achieve this with custom classes applied to the field, you can add up to 12 columns in 1 row.

In the following example, we will create 2 fields in 2 columns and 1 row.

Keep in mind that the columns won’t be applied in the form builder, only when the form is viewed by accessing the integration link or is in an iframe.

Here is a quick example:

Final result:

Assume that in your form builder you have 5 fields, Name, Email Address, Phone, Address and Website.

For the first 2 fields click on the EDIT button on the top right side of the field wrapper, to slide down the edit area, in the class input add an additional class for both fields form-col-6 as shown in the image below.

Save the form by clicking on the save button and preview the form from the integration link to see the final result.

As mentioned before you can add up to 12 columns, in this case, form-col-6 + form-col-6 = 12,
in case you want to add 3 columns apply the class form-col-4 on 3 fields (form-col-4*3 fields will be 12 and the fields will fit the document) that are one by one in order.

In most cases you will embed the form into a small container/portion of your website, the bootstrap grid CSS will still show the columns new rows (not split in 2 columns), in this case, consider adding another additional class for small containers, for example if you added form-col-6 class, add additional class for small area form-col-xs-6

Few things to consider

1. Never leave the form without required fields. By default, the name field will be required and it’s not recommended to uncheck as required.

2. When placing the iframe snippet code there are few things you need to consider.
1. If the protocol of your CRM installation is HTTP then use an HTTP page inside the iframe.
2. If the protocol of your CRM installation is https than use an https page inside the iframe.
3. Summarized will be no SSL CRM installation will need to place the link in no SSL eq landing page and backward, SSL websites with SSL CRM installation and no SSL website with none SSL CRM installation.

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