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Contact (42)
Client Portal (7)
Integration (23)
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Setting (17)
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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
