Connect an Enquiry Form to a Lead Tracker
Form submissions capture karne aur duplicate entries handle karne ka workflow.
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Learn this topic with a mentor
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- Bring your own work — code, campaign, report or plan
- Mentor matched to this topic
- Time, format and fee confirmed by email first
What this session would cover
Proposed outline — the mentor finalises the agenda once this topic is scheduled.
- 1Designing the enquiry form fields
- 2Sending submissions to a spreadsheet or CRM
- 3Adding status and owner fields
- 4Notifying the right person
- 5Handling duplicates and spam
- 6Reviewing leads regularly
Who it's for
- • Small business owners
- • Marketing and sales teams
You'd leave with
- A form-to-tracker workflow
- A lead tracker structure
- A review routine
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