Form Template Library

New Lead Form

Try our free mobile new lead form template to gather the necessary information of potential customers so you can further entice them with products and services to generate sales.

Help categorize your new leads so you know which ones are ready to make purchases with your customers. Use the information so your sales team can be more productive with their time in generating desired sales.

Try our new lead form for free on any mobile device with a free trial of IntouchCheck mobile form software. Sign up for a free trial today and ask your Intouch specialist to load this pre-built form into your account.

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More About This Form

 

Your sales team will be gather potential lead information so you can find new customers. Yet not every lead will turn into a good sale, as some customers are not interested in making any purchases at this immediate time. Our new lead form helps your sales team become more productive workers by gathering new lead information. You can categorize leads based on their interactions to know which ones can be further enticed into make a purchase immediately versus those who are only looking for information about the company.

 

Form Details

Try out our new lead form to better track the efforts of your sales team when they are acquiring new sales leads for your company. Find out additional information of the leads and where in the sales process they are so your company can provide the right services. Our new lead form can also be used to categorize leads so your sales team isn't chasing down people who have no interest in ever making a purchase with your company.

Sales staff can place in the new lead information directly into the form template on mobile smartphones and tablets while speaking with potential customers. Then they can have more accurate details of clients to provide superior services. Our form has the following categories available:

  • New lead information
  • Sales team details
  • Contact information
  • Desired communication method
  • Notes about customer
  • Signoff

Customize Your Digital New Lead Form

We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.  

 

Create Your Own New Lead Form Template

Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.

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