Forms & Processes
- Auto-Fill Date and Time on Dynamic Forms
- How to Add Buttons to a Dynamic Form
- Update Existing Opportunity through Forms when Duplicate Opportunity is Detected
- Forms and Processes – Feature Guide
- Non-lead Owners Can Create Opportunities Through Dynamic Forms
- Overwrite Lead Fields Through Dynamic Forms
- How to Save Progress for Multi-Step Forms in LeadSquared Portals
- Mavis DB – Forms Integration
- Add Signature Fields to Forms
- Preview and Download Forms
- OCR, Bar Code and QR Code Functionality in Forms
- How to Add Tasks to a Form
- How to Add a Payment Gateway to a Form (Paytm, Stripe, Razorpay, etc.)
- Forms and Processes on Mobile
- How to Create a Process
- How to Create a Form
- Mail Merge
