Custom Forms

A custom form is a set of extra questions attached to a market, asked when somebody creates a lead in it. Solar leads need roof age; insurance leads need vehicle details; neither belongs on the standard lead record.

What you'll find here

• Custom Forms Explained — how a form is built out of stacks and fields, and the rules a field identifier has to follow.
• How to Set Up a Custom Form — building one.
• How to Edit or Delete a Custom Form — with a caution: deleting is permanent and there's no archive.

Getting the structure right first time

Read the concept article before you build. A form is a set of stacks, and each stack holds fields. Every field needs an identifier, which is what the answer is stored against — and changing an identifier later means the answers already collected under the old one stop lining up. Ten minutes on the structure saves an afternoon.

Attaching a form to a market

Building a form doesn't put it in front of anybody. That's a separate step, covered in How to Assign Custom Forms to a Market.