List of Forms Completed Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 06:35:27 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico List of Forms Completed Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 List all forms completed in Contact360 https://www.insuredmine.com/knowledge-base/list-all-forms-completed-in-contact360/ Mon, 08 May 2023 19:54:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16719 In the form section under Contact360 you will find all the forms responses that you have received from the client. You can send any form to a client using the form tag from the form builder section. To use the form tag, navigate to forms and click on the settings icon, and under pipeline settings, […]

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In the form section under Contact360 you will find all the forms responses that you have received from the client.

You can send any form to a client using the form tag from the form builder section. To use the form tag, navigate to forms and click on the settings icon, and under pipeline settings, you will find the form tag that you can copy and send to your client via email or any other engagement process

 

Once your client receives the form tag in the form of a URL, and fill it and submit the details through the form, the form will be visible under the form section in the contact 360 section of the particular contact.

Note: You can send this form via email or through the engagement section with the form tag. This will also work when you will be sending it from intake forms.

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