Turborater Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/turborater/ Sat, 23 Sep 2023 19:16:38 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Turborater Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/turborater/ 32 32 Responses synchronised with Turborater https://www.insuredmine.com/knowledge-base/form-responses-for-turborater-synchronized-contacts-2/ Sat, 25 Feb 2023 12:13:35 +0000 https://www.insuredmine.com/knowledge-base/form-responses-for-turborater-synchronized-contacts-2/ Description: Any response to forms made with the Turborater auto-form template can be synced with the Turborater CRM, and you can view the responses there. Benefit: Centralized data ensures a productive structure for you while using the Turborater. Process Navigate to the Forms module. Click on Templates. Navigate to Auto Quote Form – Turborater (TX […]

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Description: Any response to forms made with the Turborater auto-form template can be synced with the Turborater CRM, and you can view the responses there. 

Benefit: Centralized data ensures a productive structure for you while using the Turborater.

Process 

  • Navigate to the Forms module. Click on Templates.
  • Navigate to Auto Quote Form – Turborater (TX & CA). Click on the three dots and click on Edit.

 

  • Make required changes to the form and click on Save.  
  • Go to the Forms List page to view the form.

 

  • You can view the answers. The form response can be seen by clicking on the View button. The number of responses entered for a particular form will be displayed.

 

  • Scroll down to the end to click on Sync to Turborater.

 

 

  • A message will appear once the response synced is finished.
  • Click on Go to turborater. Enter login details to view the synced responses.

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