Intake Forms in Account 360
Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
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Quotesheet
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
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
