Overview
Most FreedomSoft users choose to use the internal phone system but we occasionally get asked how to capture leads from an external sales team. One of the methods would be to create a custom web form.
Why Use a Custom Web Form?
Building a custom web form allows your external sales or acquisitions team to capture leads directly into your account without manual entry. You can create seller or buyer forms, add or remove fields, include custom fields, and even change the design to fit your process. For sales teams submitting multiple leads, you can adjust settings to allow repeated submissions and then link the form to a campaign so every new entry is automatically tracked. This ensures all leads from outside phone systems or third-party teams flow into your pipeline seamlessly.
Watch the Video
The short video below will show you how to create a custom web form in your FreedomSoft account.