Leads & Intake Forms

Use Leads > Board to manage prospects and Leads > Intake Forms to collect inquiries. The sidebar shows this section when the owner's plan includes Leads. These pages sit within the billing module, so that module must be enabled.

Add and Track a Lead

1. Open Leads > Board and choose the create action.
2. Enter the prospect's name. Add their email, company, phone, website, source, estimated value, and assignee as needed.
3. Save, then open the lead for its details.
4. Move it between New, Contacted, Proposal sent, Won, and Lost as the opportunity progresses.

The board supports moving cards between stages. You can also update the stage from the lead's details. Marking a lead Won records the sales stage; converting it to a client is a separate action.

Keep Follow-ups Together

Open a lead to add notes, files, and activities. Use activities for follow-ups and mark them complete when finished. Edit or delete an outdated note or activity using its action controls.

You can link an available quote, proposal, or contract to the lead and create a document for the prospect through the document workflow. Review the linked document's client/lead details before sending it. See Documents, Quotes & Contracts.

Convert a Lead to a Client

1. Confirm the lead's name, email, and company details.
2. Choose Convert to client.
3. Choose whether to send the client invitation.
4. Complete the conversion and check the resulting client/organization.

A valid email is required for conversion, even though it is optional when recording the lead initially. An already converted lead cannot be converted again. Check the client record before inviting someone when the email may already exist.

Create an Intake Form

An intake form collects a lead and a zero-value submission. It does not take payment or purchase a service.

1. Open Leads > Intake Forms and choose Create intake form.
2. Enter a title and description.
3. Build the form using steps and fields. Configure labels, options, and required fields for the information you need.
4. Open settings. Map custom fields to lead company name, phone, or website where useful.
5. Set the confirmation message or supported thank-you URL if required.
6. Save as a draft while preparing it. Publish when it is ready to receive inquiries.
7. Use the form's actions to copy its URL or preview it.

The public form requires the submitter's name and email. Other answers are stored with the submission, and unmapped text answers are collected into the lead's notes. New submissions create leads in the New stage.

Test and Maintain a Form

Open the copied published URL as a visitor, submit a sample inquiry, and check the resulting lead and submitted answers. Use the same URL shown by AgencyPro; it belongs to the workspace's portal context.

Edit the form to change its fields or settings. Return it to draft when it should no longer accept public inquiries. A draft form is not available through its public URL. Delete an obsolete form from the actions menu after reviewing whether you still need it.

For forms that sell services and collect payment, use Order Forms.

Troubleshooting

• Leads is missing: check the plan, billing module, and navigation visibility.
• A public form returns Not found: confirm it is published and you copied the URL from the correct workspace.
• Conversion fails: add a valid email, check whether conversion already happened, and review the displayed error.
• Company or phone is missing on a lead: check field mappings in the intake form's settings.