View or Modify an Existing Web-to-Lead Form

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have the Allow import privilege and the required permissions for inserting and updating Address Book entries and user-defined fields.
  1. In the left navigation pane, click Administration, and select Web Forms from the pop-up window.

The Web Forms dialog box opens.

  1. Select Work with an existing form.

The Selected Web-to-Lead Form group becomes enabled.

  1. Select View/Modify the selected form and click the ellipsis button.

The Web Form Catalog dialog box opens.

  1. Select the existing Web-to-Lead Form that you want to view or modify in the Available Web-to-Lead Forms list and click OK then Next.

The Web Form Properties dialog box opens.

  1. View and/or modify the Name, Description and Access rights if necessary.

Click Next.

  1. The Web Form Import Type dialog box opens.

You can modify the Import Type or click Next to modify the fields in the form.

  1. In the Fields in the form dialog box, you can modify the fields using the >> and << arrows.

Add a field to the form by selecting the field in the Available Fields list and clicking the >> button to add it.

Remove a field from the form by selecting the << button to remove it.

Click Next.

  1. Select your Notification and Submission options then click Finish.

How did we do?