METRICRM
FeaturesAIPricingResources
//
Talk to us
METRICRM
ProductPricingFeaturesAIIntegrations
ResourcesUser GuideContact
LegalTerms of ServicePrivacy NoticePDPA NoticeData Processing AgreementCookie Policy
© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.22.0
All guidesMetriSalesSales dashboard and targetsLeads and AI scoringWeb formsConvert a leadPipeline and dealsQuotationsQuotation approvalsSales orders and fulfilmentInvoices and paymentsFulfilment workflowsProducts and price listsWebsite sales assistantSales settings
User Guide › MetriSales

Web forms

Build a lead capture form, publish it and embed it on your website.

For: Admins and marketing

Steps

  1. 1Go to Settings → Sales → Web forms and select New form.
  2. 2Give it a web address (for example contact-sales), a title and an intro in English, Bahasa Melayu and Chinese.
  3. 3Add, reorder and remove fields. Map fields to the lead's full name, company, email and phone; other answers are saved on the lead.
  4. 4Choose the team that should get these leads and the thank-you message, then select Publish.
  5. 5Share the link, or copy the embed code into your website. The form resizes itself inside your page.
  6. 6Every submission becomes a lead with source Web form and is assigned automatically.

Good to know

  • Forms are protected against bots and repeated submissions.
  • Unpublish a form to stop taking submissions without deleting it.

Related guides

  • Sales dashboard and targetsSee pipeline, wins, win rate, sales velocity and forecast against target, by period and by rep.
  • Leads and AI scoringCapture leads from forms, email and imports, see the AI score and work the hottest first.
  • Convert a leadTurn a qualified lead into an account, a contact and a deal — without duplicates.
  • Pipeline and dealsMove deals through stages, add products and close them as won or lost.

Still need help? Contact support

On this pageStepsGood to knowRelated guides