Edit Forms
Sync Marketing 360® Form to the CRM
Has your organization introduced a new service? Or changing your offerings with the changing of the seasons? Whatever your motivation is to update your Marketing 360® Form field options, you'll want to be sure your form is updated with the latest ...
Build An Online Bill Pay or Donation Form
Payment forms are a powerful tool you can use to let your customers pay custom amounts from an easy-to-use form. This is a great way to let customers pay their bill or recent invoice, or even to collect donations. Before you get started One of the ...
Build A Product Payment Form
Payment forms are a powerful tool you can use to let your customers pay for products or services from an easy-to-use online form. Before you get started One of the most powerful features of payment forms is their ability to collect detailed ...
Create a New Form
The Forms tool lets you create and manage custom forms for your business. This guide will walk you through creating a new form, editing an existing one, and setting it up to connect with your CRM. To access your forms, click the Global App Bar in the ...