> For the complete documentation index, see [llms.txt](https://support.pipefile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pipefile.com/intake/lead-forms.md).

# Lead forms

A public link where clients enter their details and are taken straight to a request built from your template.

{% hint style="info" %}
Available on the **Professional** and **Enterprise** plans, and during the free trial. [Upgrade your plan](https://pipefile.com/dashboard/settings/account/upgrade).
{% endhint %}

A lead form is a public link tied to one of your [templates](/templates/create-and-edit-templates.md). You post it on your website, in your email signature or in a newsletter. When someone fills it in, Pipefile creates a request from that template with them as the recipient, sends it from you, and takes them straight to it to upload documents. You don't need to send anything by hand.

## Create a lead form

Build the template first. The lead form uses its checklist, attachments, forms, reminders and expiration.

{% stepper %}
{% step %}

### Open Lead forms

Go to [Settings → Lead forms](https://pipefile.com/dashboard/settings/lead_forms) and click **Create form**.
{% endstep %}

{% step %}

### Fill in the form

On **Create New Lead Form**:

* **Name**: the heading visitors see, such as "New client intake".
* **Description (Optional)**: shown under the heading. You can use Markdown for links and formatting.
* **Template (Choose One)**: the template each submission uses. If you have none, click **Create one here**.
* **Allow Duplicates**: see [Duplicate submissions](#duplicate-submissions) below.
  {% endstep %}

{% step %}

### Save and copy the link

Click **Create Lead Form**, then **Go To Lead Forms**. Click the link icon next to the form to open it; its address looks like `https://pipefile.com/lead_form/<form-id>`. Share that address.
{% endstep %}
{% endstepper %}

To change a form, click its pencil icon (**Edit**) and click **Save Lead Form**. Changes apply to future submissions only.

## What visitors see

The form shows its name and description, then asks for:

* **Full name** (required)
* **Email (optional)**
* **Phone (optional)**, on plans with [SMS reminders](/reminders-and-notifications/sms-reminders.md). A visitor who enters a number must tick **Text me about this request**.

They click **Continue to upload** and land on their new request. If your team has set up [branding](/team-and-account/branding.md), the form uses your team's color.

{% hint style="warning" %}
Pipefile doesn't email visitors a link when they submit. They go straight to the upload page, so ask them to finish in that visit. If they gave an email address, the template's reminders bring them back with a link.
{% endhint %}

## Duplicate submissions

**Allow Duplicates** is on by default: every submission opens a new request.

Turn it off to send a repeat submission with the same email to that person's existing open request instead of opening a new one. As the form itself warns, anyone who then enters a client's email will reach that client's request. Leave it on unless that trade-off suits you.

## Assign submissions to teammates

Add `?assign_to=` and one or more teammates' email addresses, separated by commas, to the end of the link:

`https://pipefile.com/lead_form/<form-id>?assign_to=alex@yourteam.com,sam@yourteam.com`

Requests from that link are assigned to those teammates, so their notifications go to them. Addresses that don't belong to active members of your team are ignored. See [Assign requests to teammates](/requests/assign-requests.md).

## Where submissions go

Each submission is an ordinary request. It appears in your requests list with the visitor as the recipient and is sent from the person who created the lead form. You get the usual [notifications](/reminders-and-notifications/notification-settings.md).

Teammates can see and manage your lead form when its template is [shared with the team](/templates/share-lock-reorder-and-duplicate.md).

## Delete a lead form

Click the trash icon (**Delete**), type `DELETE` and click **Delete Lead Form**. The link stops working. Requests it already created are not affected.

Deleting a template also deletes every lead form that uses it.

## Use a lead form on your profile

You can show a lead form on your public profile page instead of the standard form. See [Your profile page](/intake/profile-page.md).


---

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