Step 1 – Click on the Add Form, Add a new form window will pop up.
Step 2 – Fill in the details of the Form Title.
Step 4 – Click on the save button, and the main screen will pop up with the add form.
Step 5 – Click on the active check box to integrate the data within the system.
Forms
Forms are used to collect structured information from users, customers, or leads and store it directly in the CRM for further actions and follow-ups.
This CRM allows you to club different form requirements into a single form or multiple-step forms, depending on the complexity of data you want to collect.
Single & Multi-Step Forms
- Single Form
- Used when all required fields can be displayed on one page.
- Best for simple data collection like contact details or quick enquiries.
- Multi-Step Form
- Used when the form has many fields and needs to be divided into steps.
- This improves user experience and makes long forms easier to complete.
Customization Using Templates & Drag-and-Drop Builder
- Choose from predefined templates based on your use case
- Customize fields as per your business requirements
- Use the drag-and-drop form builder to add, remove, or rearrange fields
- No technical knowledge required
Key Benefits
- Flexible form structure (single or multi-step)
- Faster form creation using templates
- Easy customization for different data requirements
- Seamless lead capture and CRM integration