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Forms

  1. Log in to Portal.
  2. Click the 'Form Leads' tab on the left-hand side.
  3. Click on the gear icon for settings, located just below the 'Add New' and 'Walk Me Through' buttons in the top-right.
  4. Select the form you wish to modify under the drop down menu in the top-right.
  5. Scroll down the page until you reach the 'Edit Form' section.
  6. You can edit the existing form fields or create new fields under the 'Add A Field' drop down menu.
  1. Log in to Portal.
  2. Click the 'Form Leads' tab on the left-hand side.
  3. Click on the blue 'Add New' button in the top-right.
  4. Choose from one of our preset forms or select custom to start from scratch.
  5. You can edit the existing form fields or create new fields under the 'Add A Field' drop down menu.
  1. Log in to Portal.
  2. Click the 'Form Leads' tab on the left-hand side.
  3. Click on the gear icon for settings, located just below the 'Add New' and 'Walk Me Through' buttons in the top-right.
  4. Select the form you wish to update under the drop down menu in the top-right.
  5. You will be able to add a desired email address or fax number in the 'Email Notifications' section.
  6. You will also be provided various options in which you can select when you receive notifications and if you want to recieve form contents directly to your email address.