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form automation
X Date field in form automation
Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts Process:
PL Rater and QuoteRush now added to Forms
Update – Auto and Home quotes templates added to the forms. Application – Sync options added for PL Rater and QuoteRush to effortlessly reconcile forms
Deal Category Mapping in Form Automation
You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped
New fields in Form Automation
In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now
