• Login to your dashboard.
• Go to Setup > Custom Field > New Custom Field.
• Make sure Belongs To is set to Leads.
• Enter the Field Name (e.g., Appointment Date).
• Choose the appropriate Field Type (e.g., Date & Time Picker).
• Click Save.
• Go to Setup > Leads > Web to Lead > New Form.
• Enter a Form Name and Source (e.g., Website Appointment).
• Set a Default Status (e.g., Pending).
• Assign this form to a staff member for tracking and notifications.
• Click the Branding tab to customize the button color, style, and text.
• In the Submission tab, enable Allow Duplicate Leads, set a Thank You Message, or redirect to your landing page.
• In the Notification tab, assign staff and enable alerts.
• Click Save to create the form.
• The system redirects to the Form Builder, where you can drag and drop fields like Name, Email, Phone, Appointment Date, etc.
• After designing the form, click Save.
• Go to Integration Code to copy the embed code or sharable link for your website or Quotify widget.