Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has been sourced via deal card detail, contact, forms, create contact, and deal card using intake forms.
To view the enhancement:
Navigate to the Pipeline Manager
Click on a deal card
Scroll down to Intake Forms
Click on Add sign
Select the intake form from the drop-down menu
Click on the Import Intake Form button.
Once the form is available on the deal card, navigate to Contact 360 of the deal card and there, you will find the intake form under the Forms section. Similarly, if you navigate to the account 360 section of the contact, you will find the intake form there alsounder the Forms section.
