Create Lead Capture Form Workflow in Dubsado

    • Samantha |
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    • 42 seconds
    Navigate and log in our Dubsado account <https://hello.dubsado.com/dashboard>
    Click "Templates".
    Click "Workflows".
    Click "Add Workflow".
    Click the box under "Name of workflow". Name the workflow with a name of your choice. Example: "Discovery Call Application".
    Click "Next Step".
    Click "Add Action".
    Click the "Action" dropdown.
    Click your desired Canned Email to use under "Email to Send" drop down. As an example "\[MSE\] Discovery Call - Application Submission". If not you can make an email in the fields below using the boxes of "Subject" and "Body".
    Click "Apply" once done.
    Click "Templates".
    Click "Forms"
    Click the "+" in the Lead Capture Form header
    Click the "Settings" or Gear icon.
    Under the"Default Workflow" drop down. Select the Workflow you just created.
    Under the dropdown of "Project Status" select the Lead Staus you wish to assign any one who fills this form out.
    Click "Save form"

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