Setup Web to Lead

Originally this function was designed to capture Leads from a web page.

We’ve enhanced this to enable you to create a Lead, Prospect or Customer from the form.

  1. Go to: SETUP  > Configuration.
  2. Under the General section choose Generate Web Forms.
  3. Choose whether the submission of the form creates a Lead, Prospect or Customer.
  4. Define Success URL and Failure URL (which would normally be a page on your website) and a couple of other fields such as Campaign and Source.
  5. Click on Generate Form. A sample HTML form is created in the area below.
  6.  Click on the link in the Click to test form field to test the HTML form.
  7. If all looks good, copy and paste the HTML code into the target page(s).
  8. Apply styles if needed.

The fields and their id names in the HTML form are as follows:

Display NameHTML Field Ids
First Name fname
Last Name lname
Gendergender
First line of address addr1
Second line of addressaddr2
City city
Countrycountry
Statestate
Post Codepostcode
Phone 1phone1
Phone 2phone2
Fax Numberfax
Mobile Numbermobile
Websitewebsite
Emailemail
Companycompanyname
Campaigncampaign
Femalef
Malem
Descriptiondescription
Notesnotes
Statusstatus

Once a new Customer | Prospect | Lead is defined in the system, Salesorder allows you to perform transactions on them, through their respective Document.

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