InsuredMine CRM | Optimize and Grow Your Insurance Agency

New UI Design for the Form module

Creating custom forms from the pre-built form templates has been made easier. It’s just two clicks away.How to access the new UI of Form section:
  • Navigate to Forms
  • You will find the My Form list section
  • Click on Create New Forms
  • The templates will be visible that you can use to help you create a new form.
  • Click on the 3 dots under Action to edit the template
  • Once you create the form the form will be saved under form list.
To know about how to create a custom form, click here.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters