Forms & Data Collection

Create custom forms with public links that clients and prospects can fill in. Use them for enquiries, onboarding, feedback, or any data collection.

Creating a Form

Go to Forms > + New Form and configure:

Form Name – an internal label
Description – text shown at the top of the form
Fields – add the fields you need (see field types below)
Confirmation Message – the message shown after successful submission
Notification Emails – email addresses to notify when a submission arrives
Login Requirement – optionally require email verification before the form can be accessed

Field Types

Choose from a variety of field types:

Text – single-line text input
Email – email address with validation
Phone – phone number input
Textarea – multi-line text area
Select / Dropdown – single choice from a list
Checkbox – yes/no toggle or agreement
File Upload – allow document or image uploads

Fields can be marked as required so the form cannot be submitted without them.

Public Form Link

Each form has a unique public URL that you can share with clients. If login is required, the user must enter their email address and verify with a code before accessing the form.

Managing Submissions

View submissions from the form detail page. Each submission shows:

All filled-in field values
Status: New, Reviewed, or Processed
Any uploaded files (available for download)

You can:

Update the status to track progress
Add notes for internal reference
Create a client directly from the submission data
Assign to an existing client to link the submission to their profile
Delete submissions you no longer need

Duplicating Forms

Use the Duplicate option to quickly create a copy of an existing form, then customise the fields as needed.

Integration with Deals

Form submissions can be linked to deals, allowing you to track which enquiries led to sales opportunities.