1. Feature Overview The Forms (also called Dynamic Forms) and Process Designer features help your users create intelligent forms to capture lead and opportunity data that are relevant to their departments, products, or processes. You can customize forms to behave in ways specific to your use cases, and prompt users to collect the right information […]
1. Feature Overview The process designer lets you organize your forms into workflows. You can create workflows for any business process such as loan/insurance application, KYC collection, education applications, medical applications, etc. After you’ve created one or more forms, use the process designer to – Choose the work area (Manage Forms page, Manage Activities page, […]
1. Feature Overview A Custom Field Set (CFS) is a reusable group of fields that can be added as a field type within a lead, activity, or opportunity. Instead of adding individual fields one by one, you define the group once and attach it wherever needed. Common examples include: KYC Documents — Passport, PAN Card, […]