Formitize User Guide

Pipelines are a way of managing sales leads and enquiries. Pipelines ensure that every lead is recorded in a central place, assigned to someone in the busin...

Leads can be added manually at any time to enable tracking of potential sales or jobs. A lead can also be created automatically through a form action upon f...

To edit Lead details on the Web Portal, go to Sales > View Leads > Select the Edit pen for the lead that you wish to edit > make the changes > S...

To delete a Lead on the Web Portal, go to Sales > View Leads > click the checkbox next to the Lead you want to delete > select Delete at the bottom...

In the Web Portal, Sales > View Leads > select the Edit pen for the lead that you would like to convert > Convert in the bottom right of the screen...

When a new Lead is created this will also create a new Contact.  To be able to communicate with a Lead in the Web Portal, go to Sales > View Leads &g...

To change the Pipeline stage of a lead in the Web Portal, go to Sales > View Leads > Select the Edit pen for the lead that you would like to change th...

Yes, automated communication can be created on any stage of your Lead Pipeline to be triggered automatically. Communication is triggered when the lead moves...

It is possible to create more and one Pipeline.  And what happens is you have different types of sales processes for different types of clients. For exa...

As an Admin User, you can access the CRM Reports feature to be able to export lead information.  On the Web Portal go to Reports > Leads > apply a...