> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/custom-lead-form.md).

# 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.
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## 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 %}