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home/Knowledge Base/CRM/How to embed your CRM Inquiry or Application forms in your web site
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How to embed your CRM Inquiry or Application forms in your web site

95 views 0 May 11, 2020

  1. Select Settings
  2. Select CRM
  3. Select Embed Settings
  4. Select Inquiry Form or Application Form depending on which you want to embed on your website
  5. From the Application Form Customization Options select ‘Generate’

  6. Afterward, scroll down to the Embed Application/Inquiry Form section and provide the code there to your website technician.
  7.  Once code is embedded, families will be able to directly access the form on your website and all completed forms will automatically be shown in the inquiry manager.
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