Create Your First Form

What you'll do

Build and save your first lead form.

Before you begin

Decide which fields you want to collect (name, phone, email, etc.).

Follow these steps

1. Open Onboarding from the sidebar.
2. In Lead Intake, open Create your first form.
3. You will be taken to the New Form Builder.
4. Configure the form fields and settings.
5. Save the form.
6. Return to Onboarding and confirm the step shows Done.

How you'll know it's done

The step turns to Done after your first form is saved.

If you get stuck

• Step still open: make sure the form was actually saved.
• Builder unavailable: confirm your account can manage forms.

Related pages

• Open step: New form builder
• Open onboarding: Onboarding