1. To view new leads that have come in through your Contact Form, click Clients, then Leads, and you will see a list of people who have filled out and submitted your Contact Form.
2. Click the name of the new Lead to open a window that displays their responses to your questions to the Contact Form.
3. To create a Flow and send documents like a Proposal, Invoice, Contract, or Form, click the lightning bolt icon to Activate your lead.
4. This will take you to the beginning of the Flow creation page.
5. If you want to send a message to your new Lead, click the message icon. Messages sent from this window will go to the email your Lead provided in the Contact Form.
