Capture leads from public pages
Use forms when a customer needs to ask a question, request a quote, register interest, or send details before your team decides the next step.
Keep forms short. Ask for the minimum details your team needs to reply, then use the customer record and follow-up workflow to continue the conversation.
Turn submissions into action
Form submissions should lead to a customer record, a reply, a booking, an invoice, a note, or a clear decision. Avoid collecting leads that no one reviews.
If a form is embedded on a website page, check the page status, form fields, confirmation copy, and team responsibility before sharing the link.