Lead Capture Setup: What Happens When a Lead is Captured?

When a new Lead is captured through one of your lead capture forms, you can create default actions for the new lead, including:

• Setting the Lead Source.
• Setting the lead's default position in your Sales Pipeline.
• Applying Tags to new Leads.
• Assigning Users to new Leads.
• Notifying Users of new Leads (via email message).
• Sending an automated reply email to new Leads.
• Importing a To-Do list template into a new Lead (if you use the same or similar to-do's for managing the lead generation/sales process).

To Set your Lead Source for New Leads:

1. Find the Set Lead Source option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click the pencil icon to the right. 
3. In the panel that appears, select the lead source to apply to all new leads captured through this form. NOTE: The lead source you select here will be available in all reporting for your leads. 
4. Click "Save".

To Set your Sales Pipeline Position for New Leads:

1. Find the Set Sales Pipeline Position option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click the pencil icon to the right. 
3. In the panel that appears, select the sale pipeline position that you wish to be applied to all new leads captured through this form. 
4. Click "Save".

To Apply Tags to New Lead:

1. Find the Apply Tags to New Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more tags.
4. Click "Save".

To Assign Users to New Lead:

1. Find the Assign Users to New Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more Contacts to whom you want to assign all new Leads.
4. Click "Save".

To Notify Users of New Lead:

1. Find the Notify Users of New Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more Contacts whom you wish to notify via email when new Leads arrive.
4. Click "Save".

To Send Automated Reply Email to Lead:

1. Find the Send Automated Reply Email to Lead option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Designate if you want to send a reply email to newly captured Leads.
4. If you selected "Yes"...
• Choose the "Automated Reply to New Lead" template from the drop-down menu
• To customize the email click "Manage Email Templates"
• Click "Save"

To Import To-Do List Templates:

1. Find the Import To-Do List Templates option under the "When Lead is Captured..." heading on the right side of the screen.
2. Click on the pencil icon to the right.
3. Click in the field to select one or more To-Do list templates that you wish to import into new Leads.
4. Click "Save".