Builder

This tab allows you to build data capture forms for all kinds of scenarios like capturing new leads on your website, or collecting data when someone schedules on your calendar.

Depending on your user permissions, you may not have access to all of the components.

Form List

This list shows you all the forms created and their activities.

Search Forms By Name

If you have a long list of forms, you can search for a particular form by typing the name of that form here.

Name

You can see the name of each form displayed here.

Last updated

This column shows you the date and time each form got updated.

Updated By

In this column, you will see the names of the user that last updated the form.

More Action

• Edit Click this button to edit a current form.

• Duplicate Click on "duplicate" If you'd like to have a copy of a form.

• Share If you'd like to share a form from this location or another within your CRM, click on the "Share" button and select the location you want.

• Move To Folder If you'd like to move a form from your list to a folder simply click on this button and select the folder.

• Delete You can also select "delete" if you wish to delete this form.

If you delete a form, it will be permanently deleted.

Form Folder

You can see all your folder arranged here.

Name

You can see the name of each form folder displayed here.

When you click on any folder's name, you can see;

• Names of each form in the folder

• The date and time it was last updated

• Who made the lasted update

• How to edit, duplicate, share, move to another folder, or delete the form.

Last updated

This column shows you the date and time each folder got updated.

Updated By

In this column, you will see the names of the user that last updated the folder.

More Action

• Edit Click this button to edit a current form.

• Delete You can also select "delete" if you wish to delete this form.

If you delete a form, it will be permanently deleted.

Add New Form

When you are ready to create your own form, you simply click the "Add new form" button! To learn about creating forms, click Create & Edit Forms

Create Folder

If you want to create a new folder click on the "create folder" button and give the folder a name then click "confirm" to save it!

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!