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home/Knowledge Base/CRM/How to customize your Inquiry and Application Forms
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How to customize your Inquiry and Application Forms

19 views 0 May 11, 2020

  1. Select Settings
  2. Select CRM
  3. Select which form you wish to customize (Inquiry or Application)
  4. Drag and drop the custom questions / fields from the right pane and edit each element to your needs.
  5. Click ‘Save’. The customized questions will now appear alongside the default questions on the form.
Related Articles
  • CRM Overview
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  • How to Customize your Inquiry and Application Forms
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CRM
  • How to customize your Inquiry and Application Forms
  • CRM Overview
  • Reviewing an Inquiry entry in the CRM
  • How to review Scheduled Tours
  • How to Customize your Inquiry and Application Forms
  • How to configure your Application Fee
View All 14  
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