Lead Forms – Knowledge Base

Using Lead Forms

Overview Lead Forms collect contact information from prospects visiting your website and create records in AMS+ for follow-up. Use your website to generate leads for agents, gro...

Creating a Lead Form for Agent Records

Overview In this article, you will learn how to create a Lead Form in AMS+ to capture agent leads as Agent Records on your website. IN THIS ARTICLE How to create a Lead Form L...

Creating a Lead Form for Group Records

Overview In this article, you will learn how to create a Lead Form in AMS+ to capture group leads as Group Records on your website. IN THIS ARTICLE How to create a Lead Form L...

Creating a Lead Form for Sales Records

Overview In this article, you will learn how to create a Lead Form in AMS+ to capture individual leads as Sales Records on your website. IN THIS ARTICLE How to create a Lead Fo...

Editing a Lead Form

After a Lead Form has been created, go to the Lead Forms page, and select the form you’d like to edit. Then, select the ‘Edit Lead Form’ button. You can modify any of the Lead...

Customize a Lead Form

Overview When creating a Lead Form, there are a few things you can customize. In this article, you’ll learn how to customize Lead Forms. For example, you can change the appearan...

Managing reCAPTCHA

Overview Regrettably, the internet has malicious bots and those who spam sites. Dealing with bots and spam can be a pain and takes time away from more important tasks. You can a...

Tracking New Leads

Overview You’ve set up a lead form and placed it on your website. Now, the question is, how do you track and work new leads? Lead forms create new records in AgencyBloc and you ...