Create the form
- Open New Form from the onboarding step or from Settings > Funnels > Forms.
- Give the form a clear internal name.
- Choose the customer fields and form settings needed for the inquiry.
- Add a useful description and success message where appropriate.
- Save the form.
- Return to Onboarding. The step completes after at least one Form record exists.
Creating a form is optional for onboarding. If another lead-intake method is sufficient, use Skip step on Onboarding and restore it later if needed.
Verify before sharing
- Open the saved form and submit a controlled test.
- Confirm the expected contact or lead data appears in the workspace.
- Check required fields and the success message from a customer's point of view.
If it does not complete
- Confirm the form was saved rather than only previewed.
- Refresh Onboarding.
- Ask an administrator to verify your Forms permissions if the builder is unavailable.