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Force Platform

In order to start using the lead capture feature on the force platform, you will need to create a Webform. 

Every client who lands on it and fills it out will appear on your Lead Manager and will submit a copy of the information to the email inboxes of your choice.

1. To learn how to create a Webform please follow this link.

2. To learn how to use the lead manager please follow this link.

3. If you want to connect your lead capture function to your  Redtail account, follow this link (optional).

If you would like us to insert the form as a block on an existing page or any further assistance please message us at support@advisorwebsites.com