How to edit an existing Lead Capture Form?

How to edit an existing Lead Capture Form?

This article covers the steps for editing an existing lead capture form, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of updating/ editing a lead capture form.

Prerequisites

  1. Permissions:  Any user with permission to create a Lead Capture Form.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1
Click on the 'Lead capture Form' option under the 'Integration' tab on the Setup.
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Step 2
Select the Lead Capture Form to be edited from the listing page that is displayed after step 1.



Step 3
Update the form details on the page that follows step 2, and click on the 'Next' button.



Step 4
Select the fields to be made part of the Lead Capture form. Drag and drop the fields to change the order



Step 5
Once you have made the changes you want in the Lead Capture form, click on the 'Save' button to continue to the next page.



Step 6
Click on the 'Done' button on the screen following step 5, to complete the editing of the Lead Capture Form.


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