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How to customize your Lead Intake form in REsimpli

Lead, Leads

Written by Danielle Daniel

How to Customize Your Website Lead Intake Form in REsimpli

Step 1: Open the Web Form Builder

Go to the Website section and open the Web Form Builder.

Step 2: Customize Visible Fields

Choose which fields should appear on your lead intake form by selecting:

  • Show All

  • Custom

You can make fields:

  • Visible

  • Hidden

  • Completely remove sections from the form

Step 3: Edit Custom Questions

Go to Settings, then select Custom Questions.

Step 4: Update Lead Intake Questions

Modify the questions that appear on your website lead intake form.

Any custom questions added here will automatically appear on the intake form.

Step 5: Save Your Changes

Save the updates to apply the new form settings and questions.

Step 6: Contact Support if Needed

Reach out to REsimpli support if you need help customizing your website lead intake form.

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