Website leads: a tour

A tour of Website leads in Arkon One: The summitscaffold.example contact form posts straight into the pipeline as a new lead and the controls you will use most.

The steps, written out

1. Open Website leads from the Administration and Settings section of the left menu.
2. Read the summary tiles at the top: Leads (30 days), Spam blocked, Rejected (invalid).
3. Read each row: Received, From, Company, Status, Result.
4. Use the Send test lead button at the top of the page.
5. Review the Intake endpoint & token section.
6. Review the How it works section.
7. Review the Copy-paste snippet for the website section.
8. Review the Recent submissions section.

Tip

Open Administration → Website leads (Owner / Administrator and Office Manager). The contact form on the company website posts to the intake endpoint; the platform checks the token, a hidden honeypot field and a rate limit (5 submissions per 10 minutes per IP), matches an existing customer or contact by email (or creates a prospect), opens an opportunity at stage Lead, notifies Sales and sends the visitor a thank-you email. Open Administration → Website leads (Website leads). It shows leads in the last 30 days, Spam blocked and Rejected (invalid) counts, and Recent submissions with their status (Created, Spam or Rejected) and the opportunity that was created.