Go live

Until you go live, your inquiry form is a draft, so no inquiries come in. This article shows you how to finish what’s left and go live.

1. In the menu, select Leads.
2. At the right of the tabs, select the dark label that counts the things left to finish. A list opens.
3. Select an item on the list. It opens the place where you finish it: a form, or an action on a stage.
4. Finish the item. For the reply time item, choose how fast you reply to a new inquiry, select Set my reply time, and then select Save.
5. Open the list again and work through the rest, in any order. Most finished items stay on the list with a check mark.
6. When nothing is left, the dark label turns into a Go live button. Select it.

There’s no confirm step. Your pipeline goes live right away.

What happens next

• Your inquiry form is published, along with any questionnaire your pipeline sends. You’ll see “Your inquiry form is live”.
• A card with your form’s link opens under the tabs. Select Copy link to copy it, or Send yourself a test inquiry to try the form.
• The sample lead leaves your board.
• The button at the top now reads Share inquiry form. It opens your link whenever you need it.
• Going live sends nothing by itself. Your stages start their work when the first inquiry comes in.

If you skipped setup and built your pipeline by hand, there’s no Go live button. Publish your inquiry form to start getting inquiries. See Share your inquiry form.