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  •  

Web Forms

One of the most common methods for generating leads is websites. Every visitor who submits a query or shows interest by submitting their details on your website can be a prospect.

 

Creating web forms will make it easier to capture prospects' details in CRM and begin the lead engagement process as soon as possible.

 

In this video, you will learn what web forms are and how to set them up in Zoho CRM.

 

Web Forms can be used to:

Capture data

Incorrect

Sorry! This is just one among the many uses for web forms.

Communicate with website visitors

Incorrect

Sorry! This is just one among the many uses for web forms.

Conduct surveys

Incorrect

Sorry! This is just one among the many uses for web forms.

Generate online sales

Incorrect

Sorry! This is just one among the many uses for web forms.

All of the above

Correct

Well done! Web Forms can be used for all the above aspects.

Web Forms can only be created for one module.

True

Incorrect

Sorry! You can create web forms for Leads, Contacts, Cases and any other custom modules.

False

Correct

Well done! You can create web forms for Leads, Contacts, Cases and any other custom modules.

How do you make a field mandatory?

Click on Mark as Required

Correct

Well done! You must click on Mark as Required to make a field mandatory.

Select the Mandatory checkbox

Incorrect

Sorry! You must click on Mark as Required to make a field mandatory.

Web Forms can be created for the following modules:

All modules except custom modules

Incorrect

Sorry! You can create web forms for Leads, Contacts, Cases and any other custom modules.

Leads, Contacts, Cases

Incorrect

Sorry! You can create web forms for Leads, Contacts, Cases and any other custom modules.

Leads, Contacts, Cases, and all custom modules

Correct

Well done! You can create web forms for Leads, Contacts, Cases and any other custom modules.

Only custom modules

Incorrect

Sorry! You can create web forms for Leads, Contacts, Cases and any other custom modules.

You do not have to create custom fields before adding them to the web form.

True

Incorrect

Sorry! You need to first create custom fields in their respective module before adding them to the web form.

False

Correct

Well done! You need to first create custom fields in their respective module before adding them to the web form.

What is the purpose of a hidden field?

Visitors can only view the field if they have permission

Incorrect

Sorry! It prevents the visitors from viewing the field while filling out the form.

Prevents the visitors from viewing the field while filling out the form

Correct

Well done! It prevents the visitors from viewing the field while filling out the form.

How do you assign an owner for the leads that enter CRM through web form?

Choose a user

Incorrect

Sorry! This is one of the options.

Choose an assignment rule

Incorrect

Sorry! This is one of the options.

Any of the above

Correct

Well done! You can assign an owner for the leads that enter CRM through web form through any of the above options.

A web form can contain multiple reCAPTCHAs.

True

Incorrect

Sorry! A web form can contain only one reCAPTCHA.

False

Correct

Well done! A web form can contain only one reCAPTCHA.

What is the purpose of enabling visitor tracking?

To record activity history

Incorrect

Sorry! This is just one of the purposes of enabling visitor tracking.

To determine whether the record is genuine or not

Incorrect

Sorry! This is just one of the purposes of enabling visitor tracking.

To generate analytics based on your visitors' performance on your website

Incorrect

Sorry! This is just one of the purposes of enabling visitor tracking.

All of the above

Correct

Well done! Enabling visitor tracking fulfils all the mentioned purposes.

How do you manually validate the leads that are generated?

Enable the Request for Approval option

Correct

Well done! You need to enable the Request for Approval option to manually validate the leads that are generated.

Send an email to each lead for approval

Incorrect

Sorry! You need to enable the Request for Approval option to manually validate the leads that are generated.

What web form code format options are available?

Source, embed

Incorrect

Sorry! The web form code format options available are source, embed, and iFrame.

iFrame

Incorrect

Sorry! The web form code format options available are source, embed, and iFrame.

All of the above

Correct

Well done! The web form code format options available are source, embed, and iFrame.

The domain validation for your reCAPTCHA has to be disabled if you have embedded your web form using iFrame code.

True

Correct

Well done! The domain validation for your reCAPTCHA will have to be disabled.

False

Incorrect

Well done! The domain validation for your reCAPTCHA will have to be disabled.

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