Lead forms help you collect information from guardians during the inquiry and enrollment process. In enterprise accounts, forms can be shared across multiple locations, and routing rules determine where new submissions land. This article walks through what’s different at the enterprise level and how to manage lead forms across centers.
Create a New Enterprise Form
From your CRM Dashboard, navigate to Forms tab.
Click the blue Add Form button.
Enter a name for your form.
Guardian Name, Guardian Email, and Student Name are required fields and are automatically included. These fields cannot be removed.
Add any additional fields to the form as needed, including guardian, student, or lead properties.
Click the Settings tab to adjust form settings, including the default lead stage and submission behavior.
Under Assigned site for new leads, choose where new submissions should be routed:
If No site assigned is selected, the form can be used across all sites.
If a specific site is selected, all leads submitted through this form will be routed to that site only. This setting overrides any site selection included within the form itself.
Click Save and Exit to complete the form.
After saving, you’ll return to the Forms tab, where you can view all created forms. From here, you can see each form’s assigned site and access level, including whether it’s available to all sites or limited to a single location.
Manage Your Form & Submissions
View Form Details
Navigate to Forms on the left sidebar.
Click on the specific form you would like to see the details and submissions for.
A page will open with specific details about the form you selected. Here you will see the number of views, number of forms started, and number of forms submitted. You will also see a list of form submissions by Lead Name and the time it was Submitted at.
Click on a specific form response listing to view the submission details. A side window will open with lead's responses to the form properties.
If desired, you can click the Print button to print the specific responses of the selected submission.
💡 Form responses are automatically added to Leads. New submissions create a new lead, while submissions from existing leads update the lead profile, matched by guardian email or phone number.
Download Form Submissions CSV
Navigate to the Forms tab.
Click on the specific form you would like to download the responses of.
Click the Actions button in the top right corner.
Click the Download option
A window will open allowing you to specify if you want to download All responses or only responses within a specific Date range.
Once you have specified which responses you would like to download, click Download. A CSV file of the form responses will be downloaded onto your device.
Click Cancel to exit the Download responses window.
Edit Your Form
Navigate to the Forms tab
Click the three dots of the specific form you would like edit. Click Edit.
You can also edit a form by hovering over the form you would like to edit and selecting the pencil icon.
Click Save and exit once you have completed your edits.
🚨 Adding a new property to an existing form will leave it empty for past submissions. Deleting a property will remove its data from previous submissions.
Share Your Form
Forms can be shared via link. This link can be placed on your website or shared on your social media. Forms can also be embedded on your website via embed code.
Share Link
This method enables you to copy the public form link to your clipboard and share it anywhere. You can add this to buttons on your website, link it on your social media, or even turn it into a QR code to print out on fliers.
Navigate to the Forms tab.
Click on the three dots of the form you want to share then click Copy Link. The link will be copied to your clipboard.
Embed Code
Leads would directly see and interact with your form inside your own webpage like it's part of your website.
Navigate to the Forms tab.
Click on the three dots of the form you want to share then click Copy embed code. This will open an Embed Form window.
Click Copy Code to copy the code to your clipboard. This can then be pasted into your own website.
