Use case – Easier to set the preferred mode of communication and marketing campaign subscription preference of the Contacts.

Process:

• Navigate to Forms
• Under the Pipeline Setting in Form Automation, you may choose the static value for the preferred mode of communication and the unsubscribe option for marketing communications.

The post The static field in the form automation pipeline setting is updated appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Now you can share the form templates from the form list only.

• Navigate to forms
• Click on the form list

• Select the form template that you want to share.
• Navigate right to click on 3 dot icon
• Click on the share icon.

• A panel from the right will open with the name of the agents.
• Select the agents and click to share.

The users receive an email notification regarding the Custom Form shared. A sample image has been shown below:

Enhancement: January 2021

Previously shared feature in forms

Now, you will get to see the agent’s name with whom you have previously shared the forms. To view this enhancement:

• Navigate to forms
• Click on the forms list

Navigate the cursor to the particular form and click on the share icon under the action section In the agents’ list under the share form, you can find previously shared tags beside the agent’s name with whom the form has already been shared.

New UI Design for the Form module

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To delete an existing Form follow the steps mentioned below:

• Navigate to Forms
• Click the form list

• Select the form template that you want to delete.
• Navigate right to select the delete icon
• Click on the delete icon.

You will get a warning message if you are sure to delete the form. Click ‘yes’ to delete it.

On confirming your action, the selected forms will be deleted.

You will get a notification for successful completion.

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