Instead of just calling, emailing and faxing, we should be able to text our leads and customers.

It would be beneficial to multiple departments and most likely many businesses to have a simple recurring task reminder feature.

web_form_builder.jpg

The only required fields are the blue ones. The rest are all optional.

1. Name - Enter the name of your webform here.

Now that you have the InsideSales.com system customized to your liking the next step is to start generating new leads. This guide will teach you how to make a form to generate leads on your webpage.

As a training tool, the Monitor and Record features are adequate. However, to have a 'coach' feature would be awesome!

Shows the standard Manage Dropdown administrative tool. This can be used to make fast and easy adjustments to the core system drop down fields.

Here we demonstrate a few techniques for adjusting individual field properties within a layout group.

This video shows how to add your own custom database fields and insert them into your records using the Layout Group admin tool.

This video gives describes the standard menu items for the Layout Group tool.

An initial overview of the Layout Group tool for site administrators. Layout groups control the physical record construction and page views in the main CRM system.