creating contact Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Creating a contact from a submitted form

InsuredMine — Thu, 01 Dec 2022 10:20:16 +0000

In this article, you will learn:

You can create a contact from a submitted form. The contact will have all the fields mapped from the form.

How to create a contact from the form once it is submitted?

Navigate to Forms
Click on Form settings

A panel will open to create a deal card.
Click on create contact
Move the toggle bar to enable the create contact

You will get Insuredmine fields and the form fields that you have created earlier.
Select the required fields that you want to map.
Click save.
You will get a notification saying: Form settings updated.

To copy the URL of the form click on the copy sign beside the form name and paste it on a new window.

Whenever you will be filling the form a contact will be created.
You can find the new contact in the contact list.

To see fields are mapped click on contact go to contact 360 view.
You can find all the fields that you have selected have been mapped.

The post Creating a contact from a submitted form appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.