Using forms has always been the easiest and most productive way to manually add a new lead to your Open Leads account. By entering a lead using a form, you are able to use only the pertinent fields for new lead entry, and are also able to trigger a Workflow upon entry. Workflows add one or more Types to the leads, can assign a User and Tasks, as well as trigger an Autoresponder Email.

Open Leads allows users to add a lead from a form directly in the application. To use this function, first click on "Add Lead" from your lead list. When the dialogue opens, you have the option of adding a lead manually or adding from a form. Choose the latter by selecting the form you wish to use from the dropdown. At that point all of the fields from the form you chose will be displayed and you can add data and tab through the fields as needed. Once done and you click "Save," your lead is entered, and any Workflows attached to it are triggered.

The key to this working well is to create a form (or series of forms) for your specific new lead needs as well as any workflows you wish to be applied. Make sure that you reference them in the Apply Workflow section when you edit your form.