Update – X Date added as an option under the pipeline setting of forms
Use case – Auto-populates X Date information in Contacts/Accounts 

 

Process: 

• Navigate to Forms and click on Form Automation

 

• Scroll down to the X Date section to view the categories chosen.

 

• You may also add other categories from this space.

 

• Proceed to send out the form to the client. Once they respond to the form, a deal card will automatically be created under the pipeline.

 

• The X Date categories are auto-populated into the linked account.

Note – The XDate categories will be visible under the Accounts and Contacts.