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.