Overview

The Web Forms feature in WeekMate CRM allows you to create and manage forms that capture information from customers and prospects. You can assign forms to a specific CRM module, customize their fields, and monitor submissions from a centralized dashboard.

The Web Forms dashboard also provides an overview of your forms, including the total number of forms, active forms, and submission statistics, making it easy to manage and update your lead capture forms.

Before You Begin

Before creating or editing a web form, make sure:

• You are logged in to your WeekMate CRM account.
• You have permission to access the Settings section.
• The module where you want to store form submissions is already configured.

Steps

Create a New Web Form

1. Log in to your WeekMate CRM account.
2. Navigate to Settings.
3. Open Web Forms.
4. Click Create Web Form.
5. Select the module where the form submissions will be stored.
6. Enter a name for the web form.
7. Complete the required form setup.
8. Save the web form.

The new web form will be created and displayed on the Web Forms dashboard.

Edit an Existing Web Form

1. Open the Web Forms dashboard.
2. Click the name of the web form you want to edit.
3. Add or modify the required form fields using the available layout options.
4. Review the changes.
5. Click Update Form to apply the changes.

The updated web form will be available immediately for future submissions.

View Form Submissions

1. Open the Web Forms dashboard.
2. Click the Submissions icon for the required form.
3. Review the submitted records and form analytics.

Video Tutorial

Watch the video below for a complete walkthrough of creating or editing a web form in WeekMate CRM.