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