ORALZY
How-to

Lead capture form (online enquiry form) kaise banaye?

Patient Connect → WhatsApp → "Lead Forms": "📋 Preset: Book Appointment" (naam, phone, email, service, date, notes — turant ban jaata hai) ya "+ New Form" — Form name, URL slug, title, fields (text / phone / select / date…, Required) → "Save Form". Card par 'Public link' aur "🔗 Copy link" milta hai; har bhara form "📊 Submissions" me aur Leads Pipeline me nayi lead ban kar aata hai.

Where in ORALZY: Patient Connect → WhatsApp → Lead Forms · Mobile: WhatsApp Hub → Lead Forms

Patient ko form bharne ke liye login nahi chahiye; zaroori khaane form aur server dono check karte hain. Form koi bhi staff login (auditor nahi) bana, badal aur Live / Off kar sakta hai; delete sirf owner / admin. Card ka checkbox 'Off' karne par link band ho jaata hai. Leads ko aage badhane ke liye Patient Connect → Leads & Outreach → Leads.

Quick steps

  1. Patient Connect → WhatsApp → "Lead Forms"
  2. Preset ya "+ New Form"
  3. "Save Form" → link share karo
  4. "📊 Submissions" me status badlo

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