The Web Form can be configured to allow multi-location merchants to dynamically add form sections for each of their locations. 

Once the form is submitted, the CRM creates one additional lead record for each location, and the leads are automatically linked together.

Also once the merchant is boarded, the created leads can be automatically linked to the merchant account. More info: Linking Leads To Merchant Accounts

When a multi-location form is submitted you can also have the CRM generate an e-signature document (such as a merchant processing agreement) and present it to the merchant for signature. 

The e-signature document consists of a primary document (e.g. an MPA), followed by additional secondary documents (e.g. additional location forms) that are added dynamically for each location. 

Once completed, all e-signature documents are saved on the primary lead record and each additional location has the primary signing document attached. 

Create a Multi-Location Web Form

Watch our walkthrough video or follow the instructions below:

To create a multi-location form begin by creating a regular form. More info: Create A Web Form

To make the form a multi-location form, start by adding a new section to your form which will be used to store the location info:

Once the section is added, click on it to open the section settings sidebar, and select the section options as shown in the below screenshot:

Here is a short description of the section options:

• Title: This is the name of the section that will be show on the form.
• Include Additional Sections Button: If enabled, a button is shown next to the section that allows the merchant to add an additional section/location to the web form.
• Button Text: This is the text that will be shown on the button (e.g. ADD LOCATION)
• Max Number of Additional Sections: Use this setting to set a maximum allowed number of locations that can be added on the form.
• Make Clone Section Full Width: By default, a cloneable section is shown in half-width. Select this option to make the section full-width.
• Incremental Naming for Sections: If enabled, the sections are labeled with sequential numbers (for example Location Info #1, Location Info #2, and so on). If disabled, the sections are labeled as Primary Location, Secondary Location, Third Location, and so on. 
• Create Lead for Each Added Section: If enabled, a new lead is created for each section added by the merchant, and saved with the selected lead status state.
• Add E-Signature Document for Each Added Section: If enabled, you will need to select a secondary e-signature document (in addition to the primary document selected on the web form settings popup). The secondary e-signature document will be appended to the primary document (one for each section added). 
• Include Copy Data Button: Allows the merchant to copy the data from the location section to another section in the web form. 

Once your section settings are configured, you can begin to move the required lead fields from the lead sidebar onto the location section:

Note: When an e-sign document is generated from the web form, then the fields from the additional location sections are displayed in secondary e-sign documents that are appended to the primary e-sign document.

In cases where the lead fields exist both in a regular section and the additional location section (for example the Business Address fields) then the fields in the additional location section have priority over the regular section fields for display in the secondary e-sign documents.

Submitting a Multi-Location Form

When a merchant opens a multi-location form they can additional locations using the Add Location button:

Based on the web form settings, once the web form is submitted a separate lead record is created for each additional location, and linked to the primary lead record.

The linked leads can be accessed via the link button next to the merchant's business name on the lead page: