Part 1: Capturing New Leads

The first step to building new system functionality is to identify the essential data we need to capture and then determining how to present it to users.

For instance, in the case of Leads, we aim to collect details like first name, last name, company name, email, and mobile, among others.

So to simplify the process initially we will build a Leads Data Table, then we configure the Lead Details page (this allows us to view lead information) and lastly I will configure an online Leads form that will allow us to capture Leads via a website or any link to the form URL.

Let's jump straight into it.