We have updated the “Pipeline” filter in the Tasklist section, renaming it to “Task Relation” for better clarity. Additionally, we have enhanced the filtering capabilities
Whenever you share forms with any of the users, you will have the option to give only read or read/write access. If you give read
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
Description Edit restrictions are placed on forms created using the PL Rating, QuoteRush, and TurboRater form templates. Benefit- The new feature of edit restrictions on
Description – The feature will send an email notification to the contact and the response when a form is submitted. Use Case – The contact
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
In this article, you will learn: Templates in Form Builder Actions that you can perform in the Form module Integrate customized forms on your agency website
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