Designing Your Request Forms.
Creating fields in the Requests Module is intuitive and easy. Using the straightforward interface, you can choose from various field types, such as Text, Email, Number, Date, and more. You can then customize each field’s properties, including labels, placeholders, and validation rules, to match your specific needs. The Requests Module’s design ensures you can build customized forms with the exact fields required, all with minimal effort.
Efficient Request Management: Leveraging Powerful Actions
In the Actions section of the platform, you all find numerous features designed to enhance your workflow. You can quickly copy the request link, edit or view form fields, review responses, and convert requests into leads or CRM entries with ease. When you transform a request into a lead, all details are seamlessly moved to the lead column. Alternatively, converting it into a CRM entry allows for straightforward form completion directly from the front end. Additionally, you have the option to rename the form to suit your preferences, providing added flexibility.
Screenshots from our system
To explore the functionality and usage of these add-ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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