Leads & contacts
Leads & contacts
Collect enquiries and manage contacts — from the source to the history.
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ContactsA contact is the record for a person or company — and the central collection point for everything that belongs to that relationship. Instead of…02
Contact managementWhile the basics explain what a contact is, this is about the daily work with them: filter, enrich, edit in bulk. This is exactly where Formline…03
Form hubThe form hub connects your website's forms directly with Formline. Every submission flows into the system — no third party in between, no inbox where…04
Forms & submissionsA form in Formline corresponds to a form on your website — contact, quote, call-back. What visitors submit Formline calls a submission . So an…05
TagsTags are freely assignable keywords for your contacts. Unlike the status (one stage) or the source (one origin), you can assign any number of tags…