Test Lead Capture End to End
A successful form message does not prove the entire lead workflow worked. Test every handoff.
Where to find it: the public form or booking page, then Admin → Contacts
What to do
- Use a unique, clearly labelled test email and phone number.
- Submit through the exact public page visitors will use.
- Find the contact and verify source, inquiry context, tags, stage, and assignee.
- Confirm the expected notification and automation.
- Check that replies or tasks return to the correct team member.
- Remove or archive test data after the workflow is validated.
Good to know
- Test one source at a time so the result is easy to explain.
- Repeat the test with an existing contact when duplicate handling matters.
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