# 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. 

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This **feature** is especially useful for capturing additional details not covered in standard application forms.
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## Steps:

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

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FYGRbTS8LPq9GbKGrnj0a%2FCustom%20Lead%20Form.png?alt=media&#x26;token=62324870-e774-48ba-beb4-03ad902471e6" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FsRjO3NbOUntGqY4ImuEg%2FCLF.png?alt=media&#x26;token=1da8eb87-34d0-4cdb-bc9c-6aafd82ef0e3" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FJpIJBmSBEJx4lZMzoCN6%2FQuestion%20Types.png?alt=media&#x26;token=87d880cd-eb1a-4cad-9679-959c134f4ece" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FUbY7mgDs5HKmXx74iZ2p%2FQT.png?alt=media&#x26;token=ce5cc383-1f12-4bda-aea5-73a9babe55c6" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FLLKn7oykR5sLZn2ak4Lt%2FCLF%20Save.png?alt=media&#x26;token=0608e1fe-0b36-4332-b469-7f144ea2ee5d" 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.
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