Create a New Web-to-Lead Form Based on an Existing One

Updated 2 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-to-Lead Forms dialog box opens.

  1. Select Work with an existing form.

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

Select Create a new form based on 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 use as a template for your new form in the Available Web Forms list, and click OK.

Click Next.

  1. The Web Form Properties dialog box opens with the Name, Description and Access of the selected Web Form displayed.

Click Next.

  1. The Web Form Import Type dialog box opens.
    Select Update existing Address Book entry.

Click Next.

  1. In the Fields in the form dialog box, add the fields you want 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.


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