How to Prepare for Web-to-Lead

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Step 1: Custom Fields

  • Ensure your fields capture the information you need from the website and specify how they map when the lead is converted.
  • Check default status, record types and lead settings.

Step 2: Queues

  • Create any needed queues.

Step 3: Assignment Rules

  • Create or activate a rule that determines HOW leads are assigned.

Step 4: Email Templates

  • Create any necessary email templates.

Step 5: Org-wide Email Addresses

  • Create any necessary organization-wide email addresses from which to send auto-responses.

Step 6: Auto-response Rules

  • Create or activate a rule to send targeted email responses.