Building the form
Open the Genie Forms area in GenieCRM™ and create a new form. Drag fields from the palette — name, email, phone, message, dropdown, checkbox, and text — into the layout, reorder them as needed, and mark each as required or optional.
On-submit settings
Each form carries its own settings: the lead source recorded for attribution, an optional drip campaign to enroll new leads into, and the notification email address that receives an alert for every submission.
Placing the form
Save the form and copy its shortcode. Paste it into any page, post, or Elementor text widget — the form renders on the front end styled to your site and wired straight into the CRM.
