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Leads Form Templates

Required Role

TEMPLATE_MANAGEMENT permission — Organisation, Global Manager, Country Manager

Leads Form Templates are embeddable web forms that capture enquiry details from prospective clients. When someone fills out the form, a new lead is automatically created in your CRM.

Creating a Form Template​

  1. Click New Form Template
  2. Give the form a name (e.g. "General Enquiry Form")
  3. Select which fields to include (drag and drop):
    • First Name / Last Name
    • Email / Phone
    • Nationality
    • Service of Interest
    • Visa Goal
    • How did you hear about us?
    • Message / Notes
    • Custom fields
  4. Set which fields are required
  5. Customise the form's appearance (colours, logo, submit button text)
  6. Set the confirmation message shown after submission
  7. Click Save

Embedding the Form​

Once saved, click Get Embed Code to:

  • Copy the HTML snippet to embed on your website
  • Get a standalone form URL to share directly

Form Submissions​

All form submissions automatically create a new lead in Lead Management with a status of New and trigger the new lead notification rule.