Where will I get my users submitted form information?

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  2. Pro Max CRM
  3. Forms
  4. Where will I get my users submitted form information?
💡 When you will create a form inside the system with some basic fields like First Name, Last Name, Email, Phone, etc. and your users will submit that form to contact you, at that same time the system will automatically create a lead/contact for that user. Sometimes, you may need to collect additional information like their hobby, or business description.

Steps to get the user’s submitted form information

Open contact card

Please, navigate to the ‘Database’ on the left side menu.

Select the concerned contact that you want to check the submitted form.

Navigate to the form activity

After opening that contact's contact card, you will see this 'Form' tab in the middle of the page. Under the Form tab, you will see all submitted forms of that contact.

View form data

Please, click on the ‘Eye’ icon to view the data.

 

 


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