The Best Ways to Use CRM Forms
Jen Lawrence
AUGUST 1, 2022
When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . Forms refer to any information collection function inside a CRM. These can be contracts, sub-agreements, questionnaires, lead capture forms, proposals, and more.
Let's personalize your content