When your clients fill out a form or questionnaire, you can automatically save their contact information to your Lightfolio contacts list by enabling it in the settings.
Step 1: Go To Your Form or Questionnaire
Click on Forms in the vertical menu or the horizontal menu.
Go to the Forms sub-tab or Contact Forms sub-tab next to the My Forms header.
Click on the form that you want to edit the contact settings for.
Step 2: Open The Settings
In the Form Builder, click on the Settings gear icon in the upper right corner.
From the Edit Settings panel, click on the Auto Create Contact toggle switch.
Click on the red Save button to save your changes.
Your clients will now be automatically created as a new contact when they fill out your form or questionnaire.