Webforms
Settings > Webforms
Zeyad Gaballa
Last Update 2 lata temu
In this article, we will showcase how to use our webforms.
Webforms are mainly utilized to allow marketers / cold callers to send you quality leads based on your requirements directly to your CRM without having access to your PX account.
Webforms are used to submit Opportunities. (These are either Seller Leads, Transactions, or Dispositions.) These in turn will reflect real-time in the Opportunities module.
If you click edit you can change the details showing when opening the link.
You can edit the fields and style.
