Forms and Process Designer

The 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 based on a lead’s previous inputs.

Once you’ve created a form, the Process Designer helps you choose where, and to which users you want the form to appear. You can also use it to combine multiple forms into processes.

Was this Helpful?

Notify of
Inline Feedbacks
View all comments