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.
- Go to: SETUP > Configuration.
- Under the General section choose Generate Web Forms.
- Choose whether the submission of the form creates a Lead, Prospect or Customer.
- 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.
- Click on Generate Form. A sample HTML form is created in the area below.
- Click on the link in the Click to test form field to test the HTML form.
- If all looks good, copy and paste the HTML code into the target page(s).
- Apply styles if needed.
The fields and their id names in the HTML form are as follows:
Display Name | HTML Field Ids |
First Name | fname |
Last Name | lname |
Gender | gender |
First line of address | addr1 |
Second line of address | addr2 |
City | city |
Country | country |
State | state |
Post Code | postcode |
Phone 1 | phone1 |
Phone 2 | phone2 |
Fax Number | fax |
Mobile Number | mobile |
Website | website |
Company | companyname |
Campaign | campaign |
Female | f |
Male | m |
Description | description |
Notes | notes |
Status | status |
Once a new Customer | Prospect | Lead is defined in the system, Salesorder allows you to perform transactions on them, through their respective Document.