Set up the Lead Capture form so your clients can enter their full application details and have the details transfer directly Mercury.
Adding the Lead Capture form to your website
The Lead Capture form will create a People record for each client, and the core information will go into a new Opportunity in Mercury.
You can set up the Lead Capture form by referring to the following instructions: Lead Capture Forms - Web Developer Instructions.
See the following video to learn more about the Lead Capture form.
Set the quality to 720p to watch this webinar in HD to avoid blur.
Note: The fields available on this Lead Capture form cannot be changed for individual groups. The same form is used for all partner groups.
Please send any enhancement suggestions to the Broker Ideas Portal.