FAQ: How do I provide my cold caller with a CRM web form link?
Answer:
Here are the steps to provide your cold caller with the CRM web form link.
Navigate to ‘Settings’ in the bottom left corner.
Click ‘Web Forms’ under the ‘Customization’ tab.
3. Click the tab (Leads, Buyers, Website) on which web form link you want to share.
4. Click ‘Copy Lead Form Link’ in the top right corner.
5. Share the web form link.
Reference Video:
None.