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Form Submissions autosaved to CRM
- Live
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Tina Dettlaff |
We get multiple forms from various client groups every day which need to be stored in their CRM files. Having to go through each form's submissions to download the PDF, and go through further steps to add the form to the specific CRM is very time-consuming. Seeing that there is already a "Submitted by Client" area in the FILES tab (connecting the form to the CRM), can't the actual form appear in this section as well? It would be most helpful. Thanks
Activity Newest / Oldest
Mike
Status changed to: Live
Kayla
i need this!
AnneV
I agree. Would also like to see documents be attached to a client's CRM record.