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Accessing Customer Form Builder

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Bytimothy A
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Overview: 

Accessing the Customer Form Builder allows you to create, view, and manage custom forms used to collect customer information. This section helps you design and organize form fields to ensure accurate and efficient data collection.

Follow these steps to access 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. The Customer Form Builder allows you to create and customize forms to collect information from customers, making it easy to capture leads, inquiries, and important details directly into your CRM.

Step 4: You will be taken to the Customer Form Builder section. The Customer Form Builder allows you to create and customize forms to collect information from customers, making it easy to capture leads, inquiries, and important details directly into your CRM.

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