Capture and follow up on leads

Create a form

1. 1Open Forms and click New form.
2. 2Describe the form you want and click Draft with AI, or build it field by field. Every field can be edited before you publish, and the live preview shows what people will see.
3. 3Click Create form, then use Copy link to share it, or switch on Feature on public profile.

Work the Leads board

Every form submission becomes a lead in the New column. Move leads through Contacted, Follow Up, Booked or Lost as you talk to them. Each card has Call, WhatsApp and Email buttons, and View full submission shows their answers.

When someone signs up, click Convert to turn the lead into a client without retyping their details. You can also add a lead by hand with Add lead.