Here we show you how to allow your clients to create an account on your website. For that, you’ll need to display a Create Account form. This form needs at least three basic fields: Name, Email, Password. If you’ve not created the form, you can create it quickly by going to Forms > Add New. Then, select … Read more
You need to follow these steps in order to know which are your forms with higher submissions: 1- Open the Forms page You need to open your forms page by going to CRM > Forms. There you’ll find your created forms listed. 2- Check the Views and CTR columns We mark the form submissions as … Read more
Here are the steps you need to follow in order to add a form to your website. 1- Open your forms page For this, go to CRM > Forms. Then, open the form you’ll share. 2- Select how you’ll share the form Once you open the form you’ll share, go to </> Share Form and select … Read more
Here’s how you can export your client profiles to a CSV file. 1- Place the mouse cursor on Settings and click on Export. 2- Select clients to export In the What field do you want to export dropdown, select Clients. Then, click on Export. 3- Done After that, your clients will be exported to a CSV file. If … Read more
There are 3 ways you can add new clients. The easiest way is to convert a lead into a client. The second way is done manually, adding clients one by one. The third way is adding a lot of clients in bulk using a csv file. Click here for tutorial on adding clients using a … Read more
To add a new page to your mobile app for customers, follow these steps. Go to Mobile App > All Pages. Just place your mouse cursor on Mobile App and select the All Pages option. Now you need to click on Add New. To create a new page, you’ll need to complete the following fields: Title Status … Read more