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Accessing Contacts from Customer Form Builder

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Bytimothy A
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Overview: 

Accessing Contacts from the Customer Form Builder allows you to view and manage contact records that were created or collected through custom forms. This section helps you organize customer data and ensure all submitted information is properly stored and accessible.

Follow these steps to access Contacts from the Customer Form Builder: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 3: You will then be taken to the Settings page. Click on Customer Form Builder to continue.

Step 3: You will then be taken to the Settings page. Click on Customer Form Builder to continue.

Step 4: You will be taken to the Customer Form Builder section.

Step 4: You will be taken to the Customer Form Builder section.

Step 5: Click the Contacts button near the Contact Settings title.

Step 5: Click the Contacts button near the Contact Settings title.

Step 6: You will now be redirected to the Contacts section.

Step 6: You will now be redirected to the Contacts section.

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