Enabling and configuring web leads

By default, web leads are disabled. To enable and configure web leads:

  1. Go to <My Profile> | Administration | Customization | Lead.
  2. Click the Web to Lead tab, and then click Change.
  3. Use the Web to Lead configuration settings to enable and configure web leads.

    You can enable or disable web leads, configure the default return URL for your web forms, and set up a whitelist of IP addresses from which you want to accept web leads.

  4. When you are done, click Web Lead HTML to generate and display the HTML code that implements a web form for submitting web leads.
  5. Copy the HTML code and insert it into your website.
When you change the Sage CRM install name, the HTML code implementing the web form becomes invalid. Make sure to regenerate the HTML code after changing the Sage CRM install name.