NOTE: When making changes to your form you must Make sure all agents are logged out of Agent Interface.
For accounts with more than 15000 leads, changes to the form can only be made during off peak hours before 9AM or after 5PM PST.
Form Maker - it is where you set the field names and field types. Set these as needed for your organization. Multiple form types can be customized/created to match your lead list's particular set of information.
Step 1. Login to the URL http://admin.safesoftsolutions.com using your Admin credentials.
Step 2. Click on the tab Leads and then, Form Maker.
Step 3. Name your form in the field Form Name and then, click on the button Add Form.
Step 4. Start making your form by creating a Group. Name your group and decide where you want to place it(Left or Right) and then, click on the button Add Group.
Step 5. Name your Table in Table Title and decide where you want to place it (Group Left or Group Right) by clicking the drop down arrow. Click the button Add Table after that.
Step 6. To add fields where your leads information will auto-populate, enter a name in the Field Name, select to which Table you want it to be place, select the Field type and then, click on the Add Field button.
Just repeat the procedures in adding more fields. Once completed, it should be like the form showing below as the final output.
NOTE: Fields for the Form maker only supports numbers and letters. Using/adding special characters such as (/,'!@#$%^*-_+=<>?\"&) on the field names will not allowed by the system.
Click here for instructions on How to Edit Fields on Form Maker.