Web Forms and Custom Questions
What is a web form for?
Capturing leads, buyers, vendors, and other contacts straight into REsimpli. Your team can use it, or you can send it to sellers to fill in themselves. ▶ Manage Webforms — 0:00
What types of web form can I create?
Lead, Buyer, Agent, Vendor, and Website forms. ▶ Create a Web Form — 0:31
What can the person filling in my form see?
Only the form name. The marketing campaign, lead pipeline, market, and fallback communication number are all internal. ▶ Manage Webforms — 1:06
Which fields are required on a web form?
Phone number. A lead cannot be submitted without one. ▶ Create a Web Form — 2:15
Can I hide fields I don't want people to fill in?
Yes. Any field you turn off will not appear on the form. ▶ Create a Web Form — 2:26
The custom question I want isn't in the list.
Create it first on the Customization page in Settings, then return to your form and make it visible. ▶ Create a Web Form — 3:17
Where do new web form leads go?
Into the pipeline and status you chose in the form's basic details. ▶ Create a Web Form — 6:01
Where do I manage custom questions?
Settings, then Customizations, then Custom Fields. ▶ Manage Custom Questions — 0:16
What happens if I delete a custom question?
It is removed from every existing lead, along with all recorded answers. This cannot be undone or restored by support. ▶ Manage Custom Questions — 1:20
My new custom question isn't showing on a lead.
Refresh the lead profile. New questions apply in real time but an open page needs reloading. ▶ Manage Custom Questions — 3:13
How do I fill in the answers to custom questions?
Open the lead, click the pen icon on the right of the profile, add your answers, and click Update Details. ▶ Manage Custom Questions — 3:27
Can I customize fields for buyers and vendors too?
Yes, along with inventory records, sold properties, rentals, agents, and list stacking. ▶ Manage Custom Questions — 4:10