We have now added a dedicated column in the Forms module called “Deal Cards.” This feature offers a convenient “View” option to check the number of deal cards created during a specific date through form submissions, simplifying the tracking and management of leads.
Use case: Easily view and track Deal Cards created through form submissions.
To View the Enhancement:
- Navigate to the “Forms” module.
We have added a dedicated “Deal cards” column where you can now “View” the number of deal cards created, the deal title, and the serial number of the form submissions.
- To navigate, select a form name you want to view and then click the View option.
A panel from the right will open, displaying the serial number, deal title, and creation date of the deal cards for the selected form.