Creating a Form

If you want to create your own Traction forms, it's easy. The advantage is that all the information collected can be created automatically as a customer card or simply as data. You have the option to create a sales or service opportunity or simply not create a card.

Go to the MARKETING tab and choose FORMS.

If you want to change the assignment of the person who receives the form, you must go to the MARKETING tab and then EVENTS.

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