> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.metalocator.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Location Follow-up

When a lead is marked as Complete, an optional survey can be delivered to the location contact. The survey's recommended objective is to determine the total amount of revenue from the brand's products that are attributable to this lead.

To enable Location Follow-up,

1. Set Request Location Follow-up to "Yes" under the Lead Generation Settings tab in the Interface Builder.
2. Configure the Email Subject and Location Follow-up Email Template as needed. If the Location Follow-up Email Template setting is empty, click Templates and select from the available templates.
3. Configure the Location Follow-up Form as described below.

The form can be configured under **Leads > Location Follow-up Form**.

An example Location Follow-up Form is shown below

[![](https://storage.crisp.chat/users/helpdesk/website/-/3/6/0/e/360ee7f326bf3600/9de30b93-86cd-464c-ab72-f74255_1ax4yvb.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1519955711/7ba8682c96ded082f754e18006e2/image.png?expires=1794512700&signature=fb72c8682b85dfc99e3e276aa80c1077755b42e4d2a5f892588c1a01aa188b63&req=dSUmH8B7mIZeWPMW1HO4zUJ0hTIoQT01%2BVRspj77CHeO%2Fho2iL3dwN4E2Vxd%0A%2B39RqZd41x9rZko99ak%3D%0A)

The revenue values and other question responses collected in this form are stored with the lead record. This allows for aggregate reporting on confirmed revenue.

To configure the form, open your Interface and navigate to **Leads** > **Location Follow-up Form**.

To configure the form as shown in the example above, follow these steps.

Add the Lead Outcome form title field

1. Click **Add Field**, **Special**, then **Text**
2. Drag the **Text** field to the **Title** container
3. Click the new field to expand the field options.
Update the Text to "**Lead Outcome**" and the Styles to **h1**.  
​

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/5/4/e/b54e6e067a2a1000/25097949-abdf-4d79-a2aa-012404_5dxaja.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1519966355/6c3f064cbe037fd3bd119bac76bf/image.png?expires=1794512700&signature=703a46318630ded443bd755ec49939cebaee4f30c222bfbe4ba98a4ad6555093&req=dSUmH8B4m4JaXPMW1HO4zV7KqCL14%2FeovEHOA%2Bp3QHK%2BenDnEt19AGeP1CUz%0AvJrF%0A)

2. Add the custom text for "What was the lead outcome for _Lead Name..."_

1. Click **Add Field**, **Special**, then **Text**
2. Click the new field to expand the field options.
3. Update the **Text** to:  
​`What was the outcome of the lead from {{name}} received on {{formatDate received}} at {{formatTime received}}`
4. Drag the **Text** field to the **Body** container
5. Remove any Styles
Add the Rating control

1. Click **Add Field**, Custom, then Custom 1
2. Drag the Custom 1 field to the bottom of the list of fields in the Body container.
3. Click the new field to expand the field options.
4. Change the **Display Type** to **Rating Input**
Change the Label to "How satisfied were you with the process?" and mark the input as required.  
​

[![](https://storage.crisp.chat/users/helpdesk/website/-/6/2/1/3/6213950e2d51e800/06a5d3cc-b3e5-4a45-a75c-df0f69_2c7ji8.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1520013527/c61c7e0fe72a7a2bc6e3d494730f/image.png?expires=1794512700&signature=e4f7af597e787c13c304b9c8a0b192ac3dcf2735e37d49f4940f755d6375f54c&req=dSUlFsl%2FnoRdXvMW1HO4zQpQJzk9qe43SfFuvh59RMzZOGDlHH19CHYKeuoa%0A%2BLg5%0A)

​

4. Add the Revenue label

1. Click **Add Field**, **Special**, then **Text**
2. Drag the new field to the end of the list of fields
3. Click the new field to expand the field options.
4. Update the **Text** to "How much revenue for Brand's products and services where delivered as part of this engagement?"
5. Add the Revenue control

1. Click **Add Field**, **System Fields**, then **Revenue**
2. Drag the new field to the end of the list of fields
3. Click the new field to expand the field options.
4. Select "Show Currency List" if needed.
5. Mark the input as required.
6. Click Save in the upper right.