Overview

We have introduced an enhancement that makes Intake Forms accessible from both Contact360 and Account360. When an intake form is imported through a Deal Card, it is automatically available under the Forms section of the associated Contact360 and Account360 records. Similarly, intake forms imported through Contact360 or Account360 are available within their respective records, providing easier access to form information from the related contact or account.

Use Case:This enhancement helps users access intake forms from multiple locations without having to search through individual deal cards. By making intake forms available in both Contact360 and Account360, users can quickly view and manage form data related to a contact or account, improving accessibility and reducing the time spent locating important information.

To view the enhancement:

• Navigate to the Pipeline Manager

• Click on a deal card

• Scroll down to Intake Forms

• Click on Add sign

• The Import Intake Form panel appears.

• Select the intake form from the drop-down menu 

• Click on the Import Intake Form button.