Website leads: intake forms, routing, and SLA timers

Website leads land in Current the moment someone fills out a form — no manual entry, no lead sitting in an inbox. Each lead is matched to a company and contact (a brand-new prospect always gets one created for it, filed into the unowned prospect pool until an account executive claims it), then routed to a rep and given a countdown to make first contact. The point is simple: nothing from your website should ever go quiet.

A new lead does not stop at Current. As soon as one arrives — from a website form or typed in by hand with the New lead button — Current creates its company and its contact in your PSA (Autotask, ConnectWise, or HaloPSA) and marks the company a Prospect. Your team finds the account where they already work, without anyone re-typing it.

• ＋Current matches before it creates. When the lead's email domain already belongs to a company you have, the lead is linked to that company and nothing new is pushed — an account that already lives in your PSA is never re-created or overwritten.
• ＋The contact is created under that company either way, so a new person at a company you already serve still lands as a real contact.
• ＋This follows the CRM write switch in Settings → Integrations. While CRM writes are off, nothing is pushed: the company and contact are held in Current and marked pending, and they go out once writes are switched on.
• ＋A lead brought in from a saved list is never pushed, because those people and their companies are already in your CRM.
• ＋Neither is a lead you added by hand by picking someone out of your CRM. Picking an existing person or company links the lead to that record, so there is nothing to create and nothing to push.

An intake form is a named form with its own questions, its own web address, and a real on/off switch. Build as many as you need — a contact form, a pricing enquiry, a form for a trade show stand — and each one carries its own questions, its own routing, its own email list, and its own numbers. The Leads board has a form filter, so you can see which page is actually generating leads worth routing.

1. 1
   Open Settings, then Integrations, then Website leads

   Click New form and give it a name that matches the page it will live on, so a routed lead carries useful context.
2. 2
   Write your questions

   A new form starts with first name, last name, work email, phone, company, and a message box. Add your own, reword any of them, move them up and down with the arrows, or delete what you don't want. Each question has a label, a type, and a required switch.
3. 3
   Pick the type for each question

   Short text, Long text, Email address, Phone number, Number, Date, Dropdown, Pick one, Yes / no checkbox, and Pick several. Dropdown, Pick one, and Pick several take the list of choices you type in, one per line.
4. 4
   Say who the leads go to

   Under Who gets the lead, choose Routing rules, One rep, or Share round-robin. This setting sits on the form, so a careers form and a pricing form never have to share an owner.
5. 5
   Save, then publish

   Copy the link or the embed snippet from the form's card, put it on your site, and send yourself a test submission before you tell anyone about it.

Every answer is captured and shown on the lead. "Also fill", beside each question, is where you say which answer is the First name, Last name, Email, Phone, Company, Market segment, Region, Message, or Temperature, so Current can name the lead, match it to a company you already have, and route it. An answer with no mapping is still captured and still read back on the lead. It just isn't the email address.

Each form carries two addresses, and you can use either or both at once. Leads from both land on the same board, tagged with the same form.

1. 1
   Copy the embed snippet

   It is one line of HTML, a frame pointing at your form. There is no script to install, no plugin, and nothing to keep updated afterwards.
2. 2
   Add an embed block to the page

   In whatever builds your site, add the block meant for raw code. In WordPress it is the Custom HTML block; in Elementor the HTML widget; in Squarespace a Code block; in Wix an Embed HTML element; in Webflow an Embed. In hand-written HTML, paste it where you want the form to appear.
3. 3
   Paste and publish

   Paste the snippet into that block and publish the page. The form appears where you put it, in your accent colour.
4. 4
   Send a test submission

   Fill it in with a made-up name and a work email you can read, then open the Leads board. You will see the lead, every answer it gave, and who it routed to.

The snippet fills the width it is given, up to a comfortable maximum, so it sits in a narrow column or a full-width section without editing. If the form needs to be taller or shorter on your page, change the height in the snippet you pasted.

An embedded form has no background of its own, so it takes on the colour of the page around it and is written in dark text for a light page. If you are putting it on a dark page, add &theme=dark to the end of the address inside the snippet and the wording switches to light. The full-page version you get from the plain link follows whatever light or dark setting the visitor's own device is set to, because that page is ours rather than yours.

The webhook path is unchanged. A WordPress or Elementor form that posts to the intake URL keeps posting to the same address and keeps arriving as leads, whether or not you ever build questions on that form.

• ＋Your existing forms need no edit. The URL, the field names they post, and everything they did before all still work.
• ＋If you do add questions to a form your website posts to, the field names it sends are matched against the questions' machine names, so an answer you already send lands as an answer on the lead instead of sitting unread.
• ＋The human check is for the hosted form only. A form posting from your web server can't answer a challenge, so leave that switch off on any form your own website posts to.

Each form carries its own numbers, counted from the leads themselves: how many have arrived in total, how many in the last 7 and last 30 days, how many converted, and when the last one came in. A form that has quietly stopped receiving is visible on the card, which a list of form names on its own never shows. The numbers are for sales leadership; a rep still sees every lead they own on the Leads board.

• ＋Rename — the new name follows the leads that already arrived, and the form's link, embed snippet, and rules all keep working, because none of them are built on the name.
• ＋Duplicate — copies the questions, the page wording, and the routing into a new form with its own link, for a second page or a seasonal campaign. The copy starts switched off and with no leads of its own.
• ＋Off switch — an off form stops accepting submissions rather than queuing them, so switch a form off while its page is down, and check a new form is on before you tell anyone about it.

Every form answers the question of who picks up its leads, and it answers it before your routing rules are read. The setting is Who gets the lead, on the form itself.

• ＋Routing rules — the form falls through to the rules below, then shares round-robin across your reps when no rule matches. This is what every form did before forms could choose, and it is still the setting on every form you already have.
• ＋One rep — every lead from this form goes to the same person by name, skipping the routing rules. Right for a page one AE owns, or a referral form where the relationship already has a home.
• ＋Share round-robin — pick the reps and leads from this form take turns across them, one each, in order, skipping the routing rules.

Sales leadership builds routing rules directly on the Leads page — who gets the next lead, in what rotation. A routed lead creates a to-do for the assigned rep and emails them immediately; an unrouted lead (nothing matched) alerts leadership instead of disappearing.

A rule can be pointed at a single form. Leave it on every form and it behaves the way it always has; set it to one form and it is only read for leads that came from there. The rule holds the form itself rather than a typed-in name, so renaming the form does not quietly break it.

• ＋Which form — every form, or one you name.
• ＋Match on an answer — available once the rule is pointed at one form, because that is when Current knows which questions the answers can come from. Pick a question and the answer to look for, so a form asking "How many people work there?" can send the "200 or more" answers to your enterprise rep and leave the rest in the rotation.
• ＋Match on segment, region, or form type — the three text matches that were already here, still reading anything the lead carries.
• ＋Order matters. Rules are read top down and the first match wins, so put the narrow ones above the broad ones with the up and down arrows.

Every routed lead carries a response timer — configurable from 15 minutes to 24 hours in routing settings (the default is 2 hours). The countdown is business-hours aware: a lead that arrives Friday night starts its clock Monday at 8am in your timezone, not at midnight, so a rep is never penalized for a lead that came in while the office was closed.

When a routed lead sits untouched past its window, the re-routing engine can hand it to the next rep in the rotation automatically. The rep who missed it gets a quiet notification (no red alert); the new rep gets the full alert and a fresh to-do. After two hand-offs with still no response, Current stops looping the lead between reps and instead flags sales leadership once.

• ＋The rep it routed to gets an email and a to-do, with the countdown running on it.
• ＋Sales leadership hears about a lead nothing matched, so an unrouted lead is somebody's problem rather than nobody's.
• ＋Every address on the form's notify list gets a copy of the same lead email. Up to five per form, and they do not need a Current login, so this is where a shared inbox such as sales@northlake-it.example goes.

The Leads board is where you watch this whole pipeline: every lead, its routing status, its source, and its countdown. Add a lead by hand here too, for a phone or in-person enquiry that didn't come through the website.

First, the word. A funnel is one board your leads move across, left to right, as you work them: new, contacted, qualified, and so on. Most workspaces only ever need the one they already have, and it is set up for you. Adding a second is only worth it when a completely different kind of lead would be confusing mixed in with the rest — companies you might buy, say, which are worked nothing like a website enquiry.

You can keep several funnels side by side — an M&A funnel next to your prospects funnel, say — and switch between them with the tabs above the toolbar. Each funnel keeps its own columns, so the stages an acquisition goes through don't have to be the stages a website enquiry goes through. Every workspace starts with one funnel called Leads, holding everything it already had; the tabs appear once you add a second.

1. 1
   Open Funnels

   It sits beside the tabs, and it's sales-leadership only. Everything about a funnel lives here: its name, its order, which one is the default, and what it converts into.
2. 2
   Name it and create it

   A new funnel arrives with working columns and both exits already wired, so it's usable straight away. Start from the standard columns, or copy the columns from a funnel you've already tuned.
3. 3
   Set what it converts into

   Under Won leads go to, pick the deal list this funnel's green exit should open a deal in. An M&A funnel can open an M&A deal while your prospects funnel keeps opening New Logo. Leave it on New Logo (default) and nothing changes.
4. 4
   Point a form at it

   On a website form, the section called Where these leads land names the funnel that form feeds, and lets you change it once you have more than one. Leads from that form arrive there with nobody having to move them.

• ＋Rename a funnel any time with the pencil. The name is only a label, so renaming never disturbs the leads inside it.
• ＋Reorder the tabs with the arrows — the first tab is the one people see first.
• ＋Move a lead between funnels from its row menu, under "Move to funnel". It lands at the top of the funnel you move it to.
• ＋Add a lead, or import a list, into any funnel. Both dialogs ask which one, starting from the tab you're on.
• ＋Edit columns always edits the funnel you're looking at, and its title says which one.

Open Funnels and click Settings on any funnel. Four things live there, and each one applies to that funnel alone.

• ＋Response timer — use the workspace window, set a different one just for this funnel, or switch the clock off. A funnel with no timer never flags a lead for going quiet and never re-routes one, which is what you want where a two-hour countdown would be the wrong idea.
• ＋Automatically tag new leads — pick one of your existing tags and every lead that lands in this funnel, or is moved into it, gets that tag on its company and its contact. A lead already sitting in the funnel when you pick the tag is not tagged after the fact. Use it to mark where a prospect came from, then filter the Companies list or build a campaign audience on the tag.
• ＋Who can see it — leave it open to everyone with CRM access, or pick the people. On a private funnel everyone else stops seeing the funnel, its columns, its leads, and its notes. Sales managers are not exempt: if they're not on the list, they don't see it. Workspace admins always keep access, because they're the ones who manage the list.
• ＋Which deal pipeline it converts into — covered above.

Routing rules can be scoped to a funnel too. On Routing rules, "Which funnel" sits beside "Which form": pick one and the rule only applies to leads heading into it. That's broader than scoping to a form, so "everything arriving in M&A goes to Priya" is one rule rather than one per form.

A single toolbar sits above both views and holds the search box plus every filter. Each button names what it's filtering right now, turns purple the moment it's off its default, and carries an X that clears just that one. Reset appears whenever anything is on and clears them all together, leaving your columns and your Funnel or List choice alone.

• ＋Source — All, Web, Manual, Lists, or Seamless, with a count beside each so you can see which intake channel is actually feeding the funnel. Every channel shares the same board and the same stages; the filter is a lens, not a separate list.
• ＋Form — offered only when you run more than one intake form, and it lists just the forms present in the source you're looking at.
• ＋Assigned to — Mine, your team, any rep by name, or the leads nobody has picked up yet. Type to find a person rather than scrolling a long list.
• ＋Temperature — Hot, Warm, Cold, or Untagged, sitting right beside Assigned to on both the Funnel and the List. See "Hot, warm, or cold: tagging a lead" below.
• ＋Status — New, Routed, Converted, Discarded, or Archived, each with a count. It appears on the List, because on the Funnel the board itself is the status.

You come home from a trade show with a hundred badge scans and three real conversations. Temperature is how you keep the three. Tag a lead Hot, Warm, or Cold and you can find it again in a second, however much has landed in the funnel since.

Tag from the lead card on the funnel, or from the Temperature row at the top of the lead drawer, and it's one click either way. A tagged lead carries a small flame and the word on its card, so the board shows you where the heat is without you opening anything: Hot reads red, Warm amber, Cold blue. Clear takes the tag back off, and the lead is untagged again rather than cold.

• ＋The Temperature filter beside Assigned to narrows the funnel or the list to one band, and Untagged finds the leads nobody has judged yet.
• ＋It saves into a view with your other filters, so "my Hot leads" is a pill you click rather than a filter you rebuild.
• ＋Temperature is a column on the list, and it travels into the CSV export with everything else on screen.
• ＋A website form can set it on the way in, from a dropdown asking how warm the enquiry is. See "What Also fill does" above.

Click New lead and Current opens on a search across the people and companies already in your CRM, because most leads you take by phone are somebody you already have. Type a name, an email address, or a company and pick from the results.

• ＋Pick a person and their name, email, phone, and company fill in for you, and the lead is linked to that contact and that company. Nothing new is created, and nothing is pushed to your PSA, because they're already in it.
• ＋Pick a company when you have the account but not the person yet. The company locks to the real record and you type the person.
• ＋Choose "Not in the CRM yet? Enter it manually" for someone genuinely new. That's the plain form, and Current creates the company and the contact for you and pushes both to your PSA.

The funnel no longer carries Converted and Disqualified columns. In their place sits the same outcome rail the deals board uses: two drop zones beside the board. Drag a card onto one and the lead leaves the funnel, so the board only ever shows leads you can still work. The stage columns size themselves to your screen: a short funnel spreads out to use the width, and a long one shows the next stage peeking in at the right edge with a count of how many more sit past it. Click that count, or the arrow at the left edge, to page through the stages.

• ＋"Drop to create deal" is the green zone. Dropping a card there opens the convert form, covered below: which pipeline and stage the deal lands in, what it's worth, when it should close, and who owns it. Cancel and the lead stays exactly where it was. A lead with no company attached opens the New company dialog first, then the convert form.
• ＋"Drop to disqualify" is the grey zone. It asks for a reason before anything is recorded, and offers a reminder to come back to this one later, then the card animates off the board. The reason is kept with the lead and shows up in its history.
• ＋Under each zone is a quiet caption — "3 converted · View" and "5 discarded · View". Click one and Current takes you to the list view with that filter already applied, so you can always see where the leads went.

Nothing is ever deleted, and there is no cleanup task to run. A disqualified lead moves into the list view, where two filter chips split it by age: Discarded holds the last 30 days — the working window you'd realistically go back to — and Archived holds everything older. Both are equally restorable, and Restore puts the lead back at the top of the funnel.

"Not now" and "never" are different answers, and the disqualify dialog knows it. Under the reason there's a tick box, "Remind me about this later", with quick picks for 1 week, 1 month, 3, 6 or 12 months, or a date you choose, plus a line for anything you want the reminder to say.

• ＋It creates a to-do on your own list, called "Follow up:" and the lead's name, linked to the company so you land on the right record when you open it.
• ＋The reason you gave for disqualifying travels into the to-do's notes, so you don't retype what you already typed.
• ＋It shows on My Day, rings the in-app bell at the reminder time, and syncs into your Microsoft To Do like every other Current to-do.
• ＋The box starts unticked. The disqualify records itself whether or not you use it, and if the reminder can't be created you're told that the lead was disqualified anyway.

Click any lead card on the funnel or any row in the list and a drawer opens with the whole lead in one place.

• ＋Contact details — name, email, phone, and the company the lead is attached to.
• ＋Its temperature, with Hot, Warm, and Cold one click away, so you can tag it while you're reading rather than going back to the board.
• ＋Where it came from, spelled out: the named web form, "Manually added," or the name of the list it was imported from.
• ＋Every answer the person gave, in the order your form asked for them, worded the way it was worded on the day. A lead that came in through a webhook shows what your website posted.
• ＋The rep it's routed to, how old the lead is, and where its response clock stands.
• ＋A history of what actually happened — arrived, routed to a rep, and either converted or disqualified with the reason that was given.
• ＋A notes thread, newest first, with a composer at the bottom.

Switch from Funnel to List and you get a sortable table. Click any column header — Lead, Company, Status, Source, Rep, Age, Last touch — to sort by it, and click again to flip the direction. It opens sorted by Last touch, newest first, which is the question a rep actually has when they open the list.

Last touch moves whenever the lead genuinely does: its status changes, it moves stage, its rep changes, or someone adds a note. Age sorts on when the lead arrived. Both columns sort on the real timestamps rather than the words on screen, so "3d" and "today" order the way you'd expect.

Each row carries its actions on the right. Convert and Disqualify are labelled buttons, because they're the two motions the list exists for — and on a discarded or archived lead a single Restore button replaces both. Route to, Send a card, and Open company sit in the row menu beside them, so the row stays readable.

The list has its own Columns control and its own saved views, in the row just above the table. Choose which columns you read, put them in the order you work in, keep the first one or two in view while the rest scroll sideways, then save the arrangement under a name. A leads view also remembers which of the two views you were in, which status you had selected, and who you had it filtered to, so clicking its pill from anywhere on the page puts you straight back on the list you named. Export CSV sends the rows on screen, in the columns you can see.

A list you built in Sales → Lists can be worked as leads. Click "Import from list" on the Leads page, pick the list, and choose some or all of its people. They land on this same board in the first open stage, tagged as the Lists source.

1. 1
   Click Import from list

   Pick any list you can see. Static lists import their members; a dynamic list resolves its filter first, so you always import who is on it right now.
2. 2
   Choose the people

   Tick some or all. Anyone who already has an open lead in the funnel is shown pre-unticked and labelled, so you see the skip before you commit, not afterwards.
3. 3
   Import

   Current reports what it did — for example "12 imported, 3 skipped (already in the funnel)." A lead that was converted or discarded earlier is finished business and does not block a fresh import of the same person.

Convert turns a lead into a deal on a company you already have, and it asks you where that deal belongs first. A short form opens, headed "Turn <name> into a deal", and everything you fill in there lands on the deal itself instead of being something you go and type again on the Deals board.

• ＋Deal name — prefilled from the lead and the company, and yours to change.
• ＋Pipeline and stage — every pipeline you can work, and that pipeline's open stages.
• ＋Monthly ($/mo) and One-time ($) — the split every deal carries.
• ＋Projected close and Owner — the owner starts as you, and sales leadership can hand it to somebody else on the way in.
• ＋Any questions the landing stage asks. If your workspace has put a checkpoint on that stage, its questions appear at the bottom of the form, so a converted lead never lands on a stage already missing them.

The pipeline starts on the one this funnel converts into, set under Won leads go to in Funnels. Where the funnel doesn't name one, it starts on the pipeline you converted into last, and on New Logo if you've never converted one. Your last choice is remembered for you alone and follows you between browsers.

There are three doors into the same form: the row's Convert button in the list, the Convert action in the lead drawer, and dropping the card on the funnel's "Drop to create deal" zone. They all ask the same questions, so it no longer matters which one you reach for.