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Automation
0/9 VideosTotal: 1h 3 mins
Customization
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Canvas for Zoho CRM
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Users and Control
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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.
Useful link: Generate Web Forms
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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