A prospect form is an intake form gathering basic details for potential clients. The standard questions are:
First Name
Last Name
Email Address
You can add further questions to the form if you need to gather further information.
ā Once you have created the form, you can share the link with any potential clients
Where do I get the shareable link for a public form?
Learn how to generate a shareable link for your form
ā Any submissions for prospect forms will go to your Prospects task board.
What is a prospect taskboard?
No description