> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Forms: Customize, Share, and Validate Submissions

> Customize your lead submission form fields, share leads with partners, submit on their behalf, and configure auto-accept and conflict detection.

The lead submission form is what partners fill in when they submit a new lead from the partner portal. Keeping this form well-structured — with the right fields, clear labels, and sensible defaults — helps partners give you the information you need while making the submission process as fast as possible for them. This page covers how to customize the form and how to manage the leads that flow in as a result.

## Customize the lead submission form

You define the fields on the lead form by managing **Lead Properties** in Account Settings. Any property you add or remove here is reflected immediately in both the admin lead view and the partner's lead submission form (including the standalone lead form).

<Steps>
  <Step title="Open Account Settings">
    Click your name in the top-right corner, then click **Account Settings**.
  </Step>

  <Step title="Go to Properties → Leads">
    Click **Properties** in the left menu, then select the **Leads** tab.
  </Step>

  <Step title="Add or remove fields">
    Click **Add property** to create a new field. Choose a **Type** (text, number, date, dropdown, etc.), enter a **Name**, and optionally add a **Placeholder** to guide partners on what to enter. To remove a field, use the delete action on that property's row.
  </Step>

  <Step title="Mark fields as required">
    Toggle the **Required** option on any property you need partners to fill in before they can submit the form.
  </Step>

  <Step title="Order the fields">
    Drag properties into the order you want them to appear. Place required fields at the top so partners see them first.
  </Step>
</Steps>

<Tip>
  Keep the form short. Ask only for information partners can realistically
  obtain from a prospect. Lengthy forms lead to incomplete submissions or
  partners skipping lead registration altogether.
</Tip>

### Best practices

* **Put required fields first.** Partners will prioritize the fields at the top of the form. Surfacing required fields early reduces incomplete submissions.
* **Choose the right property type.** Using a dropdown instead of free text for fields like "Industry" or "Deal size range" ensures consistent, reportable data.
* **Use placeholders.** A placeholder like *e.g. [acme@company.com](mailto:acme@company.com)* shows partners exactly what format you expect.

## Share a lead with a partner

Use this flow when **you** are the source of a lead and want to hand it off to a partner for follow-up (for example, passing an inbound inquiry to the right reseller).

<Steps>
  <Step title="Go to Leads">
    Click **Leads** in the main navigation.
  </Step>

  <Step title="Add a new lead">
    Click **Add a new lead**.
  </Step>

  <Step title="Select the assigned partner">
    Choose the **Assigned partner** from the dropdown. Optionally select an **Assigned contact** (the specific sales rep on the partner's team) who will receive the notification email.
  </Step>

  <Step title="Fill in the form and submit">
    Complete the lead details and click **Add**. The lead is created with a **Pending** status.
  </Step>
</Steps>

The partner sees **Accept** and **Refuse** buttons on the lead in their portal. You receive a notification as soon as they respond.

## Submit a lead on behalf of a partner

Use this flow when a partner sends you lead information outside of Kiflo (by email, phone, etc.) and you want to log it in Kiflo with the partner as the source.

<Steps>
  <Step title="Go to Leads and add a new lead">
    Click **Leads**, then **Add a new lead**.
  </Step>

  <Step title="Select the partner and check the source option">
    Choose the **Assigned partner**, then check the option **"This partner is the source of the lead"**. Optionally choose an **Assigned contact**.
  </Step>

  <Step title="Fill in the form and submit">
    Complete the details and click **Add**.
  </Step>
</Steps>

<Note>
  When you submit on behalf of a partner the lead is automatically set to
  **Accepted** — no further validation is required. Kiflo treats your manual
  entry as implicit approval.
</Note>

## Re-assign a lead to a different partner

If you shared a lead with a partner but want to redirect it, you can reassign it at any time while it remains in **Pending** status.

<Steps>
  <Step title="Open the lead">
    Navigate to the lead you want to reassign.
  </Step>

  <Step title="Click Share">
    Click the **Share** button on the lead detail page.
  </Step>

  <Step title="Select the new partner">
    Choose a **New Assigned Partner** and, optionally, a **New Assigned Contact**.
  </Step>

  <Step title="Set a deadline and add notes">
    Optionally set a deadline for the partner to accept or decline. Add an **Additional note** — you can choose whether this note is visible to the partner or kept internal.
  </Step>

  <Step title="Confirm">
    Click **Share**. The new partner receives a notification email and the lead moves to their queue.
  </Step>
</Steps>

## Auto-accept leads

If you want every partner-submitted lead to be approved without manual review, switch your validation strategy to **No validation**.

<Steps>
  <Step title="Open Account Settings">
    Click your name in the top-right corner, then click **Account Settings**.
  </Step>

  <Step title="Go to Leads settings">
    Click **Leads** in the left menu.
  </Step>

  <Step title="Set the validation strategy">
    In the **Validation strategy** section, select **No validation**.
  </Step>

  <Step title="Save">
    Click **Save**. From this point, all incoming leads are accepted automatically.
  </Step>
</Steps>

The three available validation strategies are:

| Strategy          | Behavior                                                  |
| ----------------- | --------------------------------------------------------- |
| **No validation** | All leads are auto-accepted immediately                   |
| **Anyone**        | Any member of your team can accept or decline             |
| **Owner only**    | Only the assigned owner of the lead can accept or decline |

## Detect channel conflicts on leads

Channel conflict detection alerts you when a newly submitted lead's email domain matches an existing lead, deal, or customer already in your account. This prevents two partners — or a partner and your direct sales team — from unknowingly competing for the same prospect.

### Enable conflict detection

<Steps>
  <Step title="Open Account Settings">
    Click your name in the top-right corner, then click **Account Settings**.
  </Step>

  <Step title="Go to Leads settings">
    Click **Leads** in the settings menu.
  </Step>

  <Step title="Enable the option">
    Check **Enable channel conflict detection**, then click **Save**.
  </Step>
</Steps>

Once enabled, Kiflo checks the client's email domain against all existing leads, deals, and customers. If a match is found, the conflict is flagged on the lead so you can review it before accepting.

### Detect conflicts in your CRM

If you need to cross-reference your CRM data (for example, HubSpot contacts) as well as Kiflo data, you can use Zapier with the **Create Channel Conflict** action. Kiflo provides a ready-made Zap template that checks HubSpot for conflicts when a new lead arrives.

<Tip>
  Use CRM-based conflict detection when your direct sales pipeline lives outside
  of Kiflo. Combining both sources gives you the most complete picture before
  you assign a lead to a partner.
</Tip>