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Create Lead Capture Form Workflow in Dubsado
Samantha |
0 step |
42 seconds
Navigate and log in our Dubsado account <https://hello.dubsado.com/dashboard>
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Click "Templates".
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Click "Workflows".
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Click "Add Workflow".
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Click the box under "Name of workflow". Name the workflow with a name of your choice. Example: "Discovery Call Application".
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Click "Next Step".
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Click "Add Action".
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Click the "Action" dropdown.
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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".
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Click "Apply" once done.
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Click "Templates".
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Click "Forms"
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Click the "+" in the Lead Capture Form header
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Click the "Settings" or Gear icon.
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Under the"Default Workflow" drop down. Select the Workflow you just created.
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Under the dropdown of "Project Status" select the Lead Staus you wish to assign any one who fills this form out.
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Click "Save form"
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