Edit Web Lead

Easily manage a web lead page using EditWebLead template.

To create this template, follow the below steps:

  1. Login to your AutoRABIT account.

  2. Click on Env. Pro. module.

  3. Click on Create New Template.

  4. Go to the Create Unsupported Metadata Template tab.

  5. Give the template a name and a short description of it.

  6. Select the EditWebLead checkbox available under Web to Lead.

  7. Click Add.

  8. On the next screen, you'll notice that a Test Case Name appears by default. Click the Add button to add the custom test data. Fill in the required information in the fields below.

    1. Enabled: Enable your organization to receive online leads.

    2. Default Lead Creator: Here, enter the user name who will be listed as Creator when a Lead is created online.

    3. Default Response Template: Use Lead Auto-Response Rules to select different email response templates based on attributes of the leads submitted online. Leads not matching any of the rules will be sent the default response template entered in this field.

    4. Once you are finished, click Save to save this page.

  9. Click Save to save the template.

  10. Once the template is successfully created, you'll be redirected to the Environment Provisioning History screen.

  11. Click on the Run button to run the current template on your destination org.

  12. Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the template is run.

  13. In the Post Deployment Steps, select the test cases that you have recently created.

  14. For a detailed summary report of the operation carried out, please check the View History page.

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