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When you receive a new lead (form submission), you will receive a notification on your RPC dashboard with a link to view the lead details

Leads will display as "NEW" until you view them

When viewing a lead, you can "SAVE" to store in your leads list, "ADD CLIENT" to transition from your leads list to your clients list or "SEND DOCUMENTS" to generate a proposal, contract, or invoice. Sending documents automatically moves a contact from your Leads list to your Clients list

1. When you receive a new lead (form submission), you will receive a notification on your RPC dashboard with a link to view the lead details
2. Leads will display as "NEW" until you view them
3. When viewing a lead, you can "SAVE" to store in your leads list, "ADD CLIENT" to transition from your leads list to your clients list or "SEND DOCUMENTS" to generate a proposal, contract, or invoice. Sending documents automatically moves a contact from your Leads list to your Clients list

What to expect when you receive a new lead submission

Managing lead submissions from your embedded website form

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