View and follow up the resulting CRM lead

See how a submitted enquiry becomes a CRM Lead ready for follow-up.

3 steps · Content revision 1 · Reviewed 6 September 2026

Follow these steps

1
Submit a test enquiry
Complete the public landing-page form with realistic contact details.

Expected resultA new Lead is created.
2
Open the Lead
Find the new Lead in the CRM and review contact and attribution details.

Expected resultThe Lead contains the captured information and campaign context.
3
Continue follow-up
Use the configured email, booking, callback or manual sales process.

Expected resultThe enquiry moves directly into normal CRM operations.

Expected result

Website enquiries flow into a clear CRM follow-up process without manual re-entry.