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    • How to Setup Webforms through Organizations

How to Setup Webforms through Organizations?

1. Go to CRM Menu -> Marketing -> Organizations Menu.

2. Click Customize button in the top right. and Click Setup Webforms Menu.

3. Enter the information related to the webform and Save webform.

=> From Webform information

=> User Assignment

=> Organizations Field Information

4. Click Save button

 

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Updated: 8 months ago
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