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How to Customize your Inquiry and Application Forms

51 views March 23, 2021 0

This guide will explain how to set a fee amount for your Application Form if you charge fees as part of your application process.

1. Click “Settings” in the top right corner of the screen.

2. Select “CRM” and then click on the “Customize Forms” tab.

3. By default you will be on the customization screen for your Inquiry Form, use the drop down to change to the Application Form if you wish to customize that instead.

4. Drag and drop the question types you’d like to add to your Inquiry or Application Form from the interface on the right hand side of the screen into the editing area.

5. You can reorder your questions by clicking and dragging them up and down in the editing area.

6. Click the Edit pencil on each question to open the interface for customizing the question type.

7. When you’ve completed your work slick the save button. All of the custom questions will now appear when users go to fill out the Inquiry or Application form.

 

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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 configure your Application Fee
  • How to get a direct link to your Inquiry and Application forms
View All 15  
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