# Leads ### With Pakk, you use `forms` to capture leads and bring them into the system. Here's how it works. ### Form Page `Forms` are a website-level entity, just like `posts` or `pages` - in fact, in many ways, they are just like a `page` in that they live at a particular URL and display customisable text to the user. Most of the same controls that `pages` have are available on `forms`: header customisation with colours and images, title and subtitle, SEO fields and body text. So, when creating a form, you are essentially creating an information page first and foremost. What should you include on this page? * a clear description of the advantage of registering * what will happen next, after registering * a catchy call-to-action ### Form Type Forms offer a predefined set of fields and post-submission flows based on their `type`. Here are the form types currently available: * **Wholesale Lead**: creates a new customer record, marks as a 'lead', marks as 'wholesale' * **Retail Lead**: creates a new customer record, marks as a 'lead' ### Form Configuration As well as the basic configuration, which is similar to that of a page, `forms` offer a number of additional setup options: * `enable subscription`: will show a checkbox allowing the lead to opt into future publicity. The text that is displayed next to this checkbox is customisable too, so be clear about why they might like to check the box and what you'll send them * `thank you text`: the message that is shown to users after they submit the form * `email`: a fully customisable email message that can be activated or disactivated, that is sent to users after registering. Use this as a first stage in the customer onboarding process. ### Displaying Your Form Once you've created and configured a form, it's time to display it somewhere. The usual `web enabled` and `websites` fields are available to choose which webstores you want the form to apply to, so set those first. At this point, the form will be available at `/form/{slug}` (or the translated equivalent), so can be linked to from all the usual places: header menu, footer menu, homepage blogs, posts, pages... ### What Next? Well, that's up to you. Pakk doesn't pretend to be a fully featured CRM, but the `forms` feature gives you the building blocks of a lead generation system that is totally integrated with the rest of your business and can help you turn leads into customers. In fact, in Pakk, leads really *are* customer records, they just have a different status because they have never placed an order. Once a lead places an order, they will no longer show as a lead. Here's how you might complete your lead pipeline: * set up the auto-email that is sent once the form is submitted to include useful onboarding information and a clear description of what will happen next * use the 'leads' list view in the 'customer' menu to keep a tab on leads that have registered and not converted * design an internal process to follow up with leads after a certain amount of time * use the in-built colour coding system to track leads through different stages of the pipeline * mark trade leads as 'wholesale' so they can be tracked separately * apply custom pricing schemes to leads that you want to have discounted prices --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.pakk.io/customers-and-sales/leads.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.