Add intake form
In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form
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Quotesheet
Intake Forms in Account 360
Release Date: 13 November, 2022 Overview We have introduced an enhancement that makes Intake Forms accessible from both Contact360 and Account360. When an intake form
Quote sheet (Intake Form) – in Public Profile
Get Quotes button is available for every user/agent on their public profile. However, to make sure that the data captured via this button is sent directly to
Web form for Website (Quotesheet)
In this article, you will learn: Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below. To automatically add
