Update – Auto and Home quotes templates added to the forms. Application – Sync options added for PL Rater and QuoteRush to effortlessly reconcile forms
In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now
Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts Process:Â
You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped
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