NeoDove
  • Quick help portal
  • NeoDove Onboarding
  • Admin Portal
    • Create and Manage Users
      • How to Add a New User?
      • How to Add Users in Bulk?
      • How to Edit Users?
      • How to Deactivate Users?
      • How to Reset a User Account Password?
      • How to View all the Assigned Campaigns of a User?
      • How to Re-Assign the complete leads of a User irrespective of all the Campaigns?
      • How to Disable Lead Assignment?
      • How to Delete Users?
      • How to Define the Roles and Permissions of a User?
      • FAQs (Create and Manage Users)
    • Pipeline
      • How to create a campaign?
        • Lead Distribution Settings
        • Engagement Form
          • Creating Whatsapp Message Templates
      • Edit a Campaign
      • Edit an Engagement Form
      • How to do the HTML Email Setup
      • Upload Leads
      • View Tasks
      • Delete a Campaign
      • Copy a Campaign
      • View Lead Summary
        • Bulk Actions
        • Advance Filters - Lead Summary
      • View Call Logs
      • FAQs (Pipelines and Campaigns)
      • Move and Copy Leads - Campaigns
    • Contacts
      • What are Custom Contact Properties ?
      • How to Upload Contacts?
      • How to Add Walk-In Leads?
      • FAQs (Contacts or Data Upload)
    • Reports
      • User Report
      • User Activity Report
      • Lead Disposition Report
      • Message Activity Report
      • User Call Report
      • Follow-Up Report
      • Login Report
      • Campaign Report
      • Campaign Lead Report
      • Campaign Stage Report
      • FAQs
    • Trends
    • Integrations
      • Google Sheets Integration
        • Steps to integrate Google Sheets
        • Do’s and Don'ts of Google Sheet Integration.
        • Common Scenarios for errors in Google Sheet Integration
        • FAQs on Google Sheet Integration
      • Facebook integration
        • Steps to Integrate Facebook Ads
          • How to test your Facebook Integration?
        • How to Segregate the leads of different Facebook Ad Campaign in NeoDove?
        • Common Scenarios for errors in Facebook Integration
        • FAQs on Facebook Integration
      • Google Ads Integration
      • Google Form Integration
      • JustDial Integration
      • Sulekha Integration
      • Sarv Integration
      • HubSpot Integration
      • WIX Integration
      • WooCommerce Integration
      • Razorpay Integration
      • Homeonline Integration
      • 99Acres Integration
      • Housing.com Integration
      • Magicbricks Integration
      • Custom Integration
      • IndiaMart Integration
        • IndiaMart Integration Push Method
      • Shopify Integration
      • Pabbly Integration
      • WhatsApp API Integration
      • Trade India Integration
      • Webhook
      • Aisensy Integration
      • Interakt Integration
      • Wati Integration
      • DoubleTick Integration
      • Zoho Integration
    • Marketplace - Value Added Services
      • IVR Services
        • PSTN (Sim-Based IVR Call)
        • SoftPhone or VOIP (Internet-Based Calling)
        • Basic Differences (PSTN & SoftPhone)
        • IVR FAQs
      • WhatsApp API Services
        • Facebook Business Manager Account
          • Facebook Business Manager Account Verification
          • Whatsapp Display Name Verification
      • SMS API
      • TRAI
    • Workflows
      • Workflow Send Webhook Functionality
    • Profile
    • Custom Lead Form
    • Billing and Subscription
    • Settings
  • NeoDove Web Application
    • Sign In
    • HomePage
    • Calling Leads
      • Calling Leads Priority-wise
      • Calling Leads Campaign-wise
      • Calling Leads Through ‘My Leads’
      • Calling Leads Through Filters
    • Dispose Lead
      • Yes Connected
      • Not Connected
    • My Tasks
      • Assigned to me
      • Reported by me
    • My Reports
    • Call Logs
    • Walk-In Leads
    • Notifications
    • Change Language
    • Message Us
    • FAQs (Web Application)
  • NeoDove Mobile Application
    • Sign In
    • Homepage
    • Calling Leads
      • Calling Leads Priority-wise
      • Calling Leads Campaign-wise
      • Calling Leads Through ‘My Leads’
      • Calling Leads Through 'Filters'
    • Dispose Lead
      • Yes Connected
      • Not Connected
    • My Tasks
      • Assigned to Me
      • Reported by me
    • My Reports
    • Call Logs
    • Walk-In Leads
    • Notifications
    • Change Language
    • Contact Support
    • Refer And Earn
    • FAQs (Mobile Application)
    • GSM Call Recording Setup Guide
  • Product Updates
    • November 2024
    • October 2024
    • September 2024
    • August 2024
    • July 2024
    • June 2024
    • May 2024
    • April 2024
    • February 2024
    • January 2024
    • October 2023
      • Remarks in Dispose History
      • Attach File Limit Updated
      • Integrations Page Redesign
    • September 2023
      • Find out if your leads are even being attempted or not?
      • Dropdown CCP mapping
      • Switch between call logs and lead summary
      • Admin application
      • Editable role names
      • Product update icon on dashboard
      • Admin dashboard redesign
      • App Permissions
    • August 2023
      • Introducing Chat Support for Admins
      • Ability to copy a phone number from an Incoming VOIP call Pop-up
      • Search Contact Shortcut key.
      • Interactive Lead Tags: Simplifying Campaign Category Navigation
      • Add Walk-in leads from Admin Portal
      • Lead Dispose - Quick Follow up options
      • Hourly Report Download
      • User call report: aggregate stats for date range
      • Browser notification for incoming call for VOIP
      • Admin: View All Campaigns: Clickable Category name
Powered by GitBook
On this page

Was this helpful?

  1. Admin Portal

Custom Lead Form

Creating a customized lead form for your executives at the time of Walk-In Leads

Last updated 1 year ago

Was this helpful?

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

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

Steps:

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

  1. Now, users have access to the Custom Lead Form, which can be effortlessly tailored to meet specific requirements.

  2. On the left-hand section, various Question Types are accessible, encompassing all potential question formats that can be incorporated into the form.

  1. 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.

  2. 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.

  • 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.

  1. 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.

  1. To customize the custom lead form, edit off the question you wish to ask after dragging and dropping to the right hand side.

  2. 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.

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

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.