SaveADay

Customer operations

Create lead forms

Publish simple forms that capture customer enquiries and keep each form’s submissions together.

5 min read

Create a form

  1. 1

    Choose New form

    Open Lead forms and use a name that describes the request, such as “Contact us” or “Request a quote.”

  2. 2

    Define the fields

    Add the customer details and questions your team needs. Keep the form short enough to complete comfortably.

  3. 3

    Review the form

    Use the Form tab to check labels, required information, and customer-facing language.

  4. 4

    Publish and share

    Open Publish, make the form available, and copy its public link.

Manage submissions

Open a form and choose Submissions to review the enquiries it collected. Keep the form’s purpose specific so the submission list remains useful to the team handling it.

Collect only information you have a business reason to use. Avoid sensitive questions unless your process and access controls are designed for them.

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