CRM Forms Guide: Lead Capture & Form Management

Forms Overview

Forms in FAB CRM are used to collect information from prospects, customers, and website visitors. Users can create forms to capture details such as name, email address, phone number, company information, inquiries, registrations, feedback, and other business-specific data.

Once a form is created and made available to users, submitted responses are captured and stored within the system. The collected information can be used to create or update CRM records, manage leads, and support customer engagement activities.

Forms help organizations:

• Capture lead and customer information.

• Collect inquiries, registrations, and feedback.

• Store and manage form responses in a centralized location.

• Create or update CRM records from submitted data.

• Support lead generation and customer acquisition processes.

• Trigger automated workflows and follow-up activities based on submitted responses.

• Go to the Navigation Bar and select the Forms module.

• Click the three-dot menu and select the Forms module (if it is not pinned to the Navigation Bar).

Form Dashboard Screen 

The Form Module allows users to create, manage, and track forms used for lead capture. Once a form is created and published, user responses can be collected and processed within the CRM.

a. Form Header Section

• Displays the module name (Form).
• Provides access to form-related actions such as Add New Form and Sebi Form.

b. Information Panel

• Displays an overview of the Form Module.
• Provides guidance on creating forms for lead capture.
• Includes a help link (How to create forms?) for quick assistance.

c. Form Listing Section

• Displays all created forms in a tabular format.
• Shows form details such as:
  • ID – Unique form identifier.
  • Name – Form name.
  • Status – Current form status.
  • Action – Available actions for managing the form.
• Newly created forms are displayed in this section.