# Custom Lead Form

The NeoDove application empowers users to generate a **personalized lead form** for executives, simplifying the recording of customer information in sales activities. 

{% hint style="success" %}
This **feature** is especially useful for capturing additional details not covered in standard application forms.
{% endhint %}

## Steps:

1. Go to **User Menu** -> Custom Lead Form.

<figure><img src="/files/uy4xnKBhkGzFujjN9rnw" alt=""><figcaption></figcaption></figure>

2. Now, users have access to the **Custom Lead Form**, which can be effortlessly tailored to meet specific requirements.
3. On the left-hand section, various **Question Types** are accessible, encompassing all potential question formats that can be incorporated into the form.

<figure><img src="/files/4BQkdFVuTLNm98HDPk6i" alt=""><figcaption></figcaption></figure>

4. Users can **integrate** multiple question types into the **script based** on their needs. To include a question type, simply **drag and drop** the desired question format.
5. Let’s understand **every question type** in brief:-

* **One-line text -** It is used for responses that require brief, one-line answers.
* **Number -** It is used to collect the customer's contact details.
* **Multi-line text -** It is used for questions with multiple-line answers.
* **Date -** It is used for questions where the executive needs to schedule a date for a further meeting or follow-up.
* **Time -** It is used for questions where the executive needs to schedule a follow-up or a meeting with a client at a specific time of the day.
* **Select one option -** This question type provides options for the customer/lead to choose from, allowing them to select only one option.
* **Select multiple options -** With this question type, the customer/lead is provided with options to choose from, and they can select more than one option.
* **Dropdown -** The dropdown serves as the substitute for the "Select one option" question type where all the options will be listed as a dropdown.&#x20;
* **Attach File -** The "attach file" option allows agents to upload any document or image for the leads in the system at the time of adding the Walk-In Lead.

<figure><img src="/files/R1sP0bBDUIminkfAyIPa" alt=""><figcaption></figcaption></figure>

6. Choose the **desired question type** for the form, and utilize the **drag-and-drop** feature by dragging it to the center of the screen and releasing it there.

<figure><img src="/files/LA5eNt0iEV2r8bte0iiT" alt=""><figcaption></figcaption></figure>

7. To **customize** the custom lead form, **edit off** the question you wish to ask after dragging and dropping to the right hand side.&#x20;
8. Fill in the **details** for each question according to the **type** you are selecting.

* If it is a **multiple-choice** question, fill in the options under the **options** heading.
* Similarly, if you want to make a question **compulsory**, just push the **toggle button** available to the right.
* The script can be **multilingual** i.e. You can **add** questions in any language.
* Even the questions can also be **mapped** with the **Custom Contact Properties** to filter out the data as per the **responses** received.

9. After completing the **script**, click on the "**Save Changes**" button located at the top-right corner of the screen.

<figure><img src="/files/yK575zFY2WShWj8y0pEy" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note -** This form will be **accessible** to the sales executives in their **User Portal**, including both the **Mobile Application** and the **Web App**, when they are adding leads.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.neodove.com/admin-portal/custom-lead-form.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.