InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to delete the form template?

In this article you will learn:

Process to delete a form

To delete an existing Form follow the steps mentioned below:
  • Navigate to Forms
  • Click the form list
  • Select the form template that you want to delete.
  • Navigate right to select the delete icon
  • Click on the delete icon.

You will get a warning message if you are sure to delete the form. Click ‘yes’ to delete it.

Multiple Delete in Forms

In the form list section, you select multiple forms and click on the delete icon on the top.

On confirming your action, the selected forms will be deleted.

You will get a notification for successful completion.

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