The Quick Setup And Simplified Enquiry Process

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Step 1. Quick Setup Recommendation:

• Start with the quick way to get started faster.

Step 2. Access Forms:

• Go to Websites and Forms > Surveys and Builder.

Step 3. Inquiry Management Surveys:

• Open the Inquiry Management Surveys folder.

Step 4. Customize Inquiry Form:

• Add questions, upload a logo or image, and tweak text.

Step 5. Form Navigation:

• Set up the form with multiple slides for easy navigation.

Step 6. Question Tips:

• Adjust the number of questions based on lead flow.

Step 7. Edit Fields:

• Keep essential fields like name, email, phone, and social media handles.

Step 8. Form Submission:

• Redirect form submission to your calendar or display a thank you message.

Step 9. Automation:

• Set up automation for follow-ups and notifications.

Step 10. Branding:

• Customize form colors to match your branding.

Step 11. Manage Leads:

• Leads are added to the applied section and moved to scheduled upon booking a call.