InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to edit form template

Now you can edit the form templates from the form list only.
  • Navigate to forms
  • Click on the form list
  • Click on the 3 dot icon and click on edit
  • Once you click to edit the form, you will get the option, to edit, copy, move and remove the form sections.
  • Once done click to submit.

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