Getting Started (12)
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Report (11)
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Accounts (36)
Contact (70)
Client Portal (7)
Integration (40)
Pipelines (109)
Engagement (85)
Setting (32)
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Form (26)
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Dealcards
Create Custom Forms
In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline
Add intake form
In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form
