InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to copy an existing form?

Now you can use the form links in email, website, presentations, webinars, etc. To make a copy of a form you’ve already created in the Custom Form, please follow the instructions below:
  • Navigate to the Form module
  • Click on the form list
  • Click on the 3-dot icon and click on copy
  • You will receive a success notification for the copied form. You can use the copied form links in email, website, presentations, webinars, etc.

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