“Multi-Page Web to Lead Form Module for Perfex CRM” Documentation by “Swivernet” v1.0.3


“Multi-Page Web to Lead Form Module for Perfex CRM”

Created: 02/11/2020
By: Swivernet
Email: swivernet@gmail.com

Thank you for purchasing our Perfex CRM module. If you have any questions that are beyond the scope of this help file, please feel free to email via our user page contact form here. Thanks so much!


Table of Contents

  1. Purchase Perfex CRM
  2. Install Module
  3. Using the Module
  4. Sources and Credits

Introduction - top

Multi-Page Web to Lead Form Module is a fully responsive multi-page PHP working multipurpose ajax form with the necessary required field jQuery validation built on PHP, HTML5/CSS3, jQuery and Ajax. The module is easy to install and use.

To connect this module with Perfex you need to follow the steps outlined below.

NB: This module siplifies the process of creating an multi-step form. This will be explained well later in this read.


A) Purchase Perfex CRM - top

This is not a standalone application, its a module that requires Perfex CRM application installed. You need to purchase the Perfex CRM application.


B) Install Module - top

Step 1: Login to the admin portal of your Perfex CRM

Step 2: Menu click Setup > Modules

Step 3: Upload the multi_page_wtl_v1_0_0.zip file

Install Module


C) Using the Module - top

Step 1:Menu click SETUP -> LEADS -> Muti-Page Web to Lead

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Step 2: Create new form, select your prefered form color and theme then click save.

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Step 3: Add your form fields for page 1, click add page and populate page 2 and so on.

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To achieve multiple columns in a page:

Click on the edit button of a field, within the class field, add a class "form-col-6" next to form-control

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G) Sources and Credits - top

Special thanks to the Swivernet Team.

All credit goes to Formbuilder Team.

Special thanks to contributors :
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Once again, thank you so much for purchasing this Perfex CRM module. As we said at the beginning, We'd be glad to help you if you have any questions relating to this module, we'll do our best to assist. If you have a more general question relating to the module on codecanyon, you might consider visiting the forums and asking your question in the "Item Discussion" section.

Swivernet

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