If you are not using our prebuilt funnel templates, or you are using the form anywhere else other than the templates, then you need to adjust the form "on submit" actions to ensure the lead is directed to the correct next steps.

Steps to Adjust Form "On Submit" Actions:

Access the Form Settings:

• Navigate to the forms section in your CRM.
• Select the form you want to modify.

Modify "On Submit" Actions:

• Go to the "on submit" action settings.
• Remove or adjust any actions that are specific to the prebuilt funnel templates.
• Add actions that align with your custom workflow, such as redirecting to a thank you page, sending an email confirmation, or tagging the lead for a specific follow-up sequence.

Test the Form:

• Submit the form to verify that the actions trigger correctly.
• Ensure the lead is directed to the appropriate next steps in your workflow.