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How do I modify the Lead Form?

Using the Scan2Lead PORTAL you will find Menu 'Configuration' - 'Lead Form' to verify the existing Lead Form. A standard Lead Form as listed bellow, is the starting point for your modifiations. 

Note: Modifiying Questions and Answers influences already captured data! The modifications should be done before the start of the fair! You cannot rollback your changes.

leadform1.PNG

edit.PNG Edit a Tag in order to change its name

delete.PNG Delete a Tag in order to remove it

 Create New Question of Type Single or Multiple answers

answer.PNG Create New Answer with No, optional or mandatory Note

pdf.PNG Generate PDF for printout when using Scan2Lead COLLECT (is active only when Scan2Lead COLLECT was ordered!)

Hint: To update the changes in the Scan2Lead SMART app, you have to go to 'Settings' on the start screen and tap 'Reload Account Info'. To update on the Scan2Lead STATION, 'Sign out' and 'Register' again. 

Why is the 'Generate PDF' button disabled?

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