Forms - Find Submissions
This article outlines how to manage form submission data in your CRM, including viewing, searching, downloading, and deleting submissions, as well as setting date ranges and refreshing data.
Forms - Analyze Forms
This article explains how to use the Analyze section of your CRM to view and manage submission data for forms, including selecting date ranges and refreshing submission statistics.
Forms - Create a Simple Form
This article helps you use the CRM's form builder to create customized forms with different styles, options, and embed layouts, ensuring they match your brand and meet specific engagement goals.
Forms - Elements
This article explains how to use Standard and Custom Fields in your CRM's form builder, including quick add options for personal and contact info, and how to save your form progress effectively.
Forms - Form Builder Overview
This article explains how to create and manage forms in the form builder section, including adding new forms, organizing them into folders, and using advanced features like duplicating and sharing.
Forms - Options Tab
This article describes how to configure the Options tab in the form builder, including changing form names, setting submission actions, and integrating Facebook Pixel for tracking.
Forms - Styles Tab
This article guides you through adjusting the visual elements of your forms using the Styles Tab in the form builder, covering layout settings, form and field styling options, and advanced design features.