Can I add a lead capture form to my website?

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• How do I create a Lead Capture Form?

  To perform this, the Lead Capture form must be enabled. To do so, please go to Directory from the Menu, and click on the gear icon on the top right to enter the Settings page. Once here, under General Settings, click Edit which is the pencil icon and ...

• Can I add a client portal login form to my website?

  Yes, it is possible to add client portal login form to the website as long as there is a web developer that can help you with the integration.

• How do I add a new Lead Source?

  Adding a new Referral Source can be done while creating a new Lead. Go to the Sales tab and click on the Referral Source drop down and type the new Source you wish to add and hit Enter. You can modify the items that appear in the list by going to ...

• Editing a Form

  Edit a Form To Edit or modify a Form or Checklist in Contractor Foreman go to main menu and click Forms and Checklists. Next, Click the blue button in center pane for All Forms and Checklists. Go to the form you want to modify and click the green ...

• How do I can send a form to a new lead to get Project details?

  The Forms and Checklists tool within Contractor Foreman is designed for use by other users only. Although documents can be printed and given out to non-users, only an active user can fill in the form details.