Getting started

Your first 15 minutes

The shortest path from an empty workspace to your first lead.

1. 1

   Open Forms and publish the draft enquiry form Donna created for you (confirm your email first — publishing needs a verified address).

2. 2

   Copy the embed code from the form page and paste it into your website where you want the form to appear.

3. 3

   Submit a test enquiry yourself. The lead appears under Leads within seconds.

4. 4

   Open the lead, add a note, set a follow-up task and move it through your stages.

5. 5

   Invite a colleague from Team if someone else will work the leads.