Lead Form
Can I copy a lead form used at a previous exhibition?
In order to copy an existing lead form within the same Scan2Lead PORTAL (same email address) login with your credentials at the Scan2Lead PORTAL select menu Configuration and click Lead form click the Import / Export Button on the left side select ...
Will Lead Form notes be displayed in the visitor data list?
When looking at visitor data details by editing the visitor in the Scan2Lead PORTAL, Lead Form questions and answers are displayed. If notes were added to answers, they will not be displayed in this screen. These notes will be available in the Excel ...
How can I sort Question and Answers in the Lead Form?
To change the sorting of Questions and Answers select the items you want to move click and drag it to the desired place drop the item
What is the difference between Single and Multiple answers in the Lead Form?
If you create a 'New Question' or 'Edit' a Question you can select if 'Single answer' oder 'Multiple answer' are possible. Single answer means that only one the listed answers can be selected when filling out the Lead Form Multiple answers allows ...
How can I create new Question and Answers in the Lead Form?
Note: New questions and answers are added on the same level underneath the selected item New question Select the item you want to add a new questions underneath Click on the 'New Question' button on the left Enter 'Caption' and 'Description' for the ...
How do I modify the Lead Form?
Using the Scan2Lead PORTAL you will find 'Configuration' - 'Lead Form' to verify the existing lead form. A standard lead form as listed below, is the starting point for your modifications. Note: Modifying questions and answers influences already ...