Formitize User Guide

Overview | CRM 2

• CRM Customer Database Overview
• Overview | Formitize's CRM Contact Management Portal

FAQs 25

• How do I delete reminders?
• Can I send an email with attachments through the CRM?
• What is the Client Portal?
• How do I opt in for the Client Portal module?
• Where do I find the Client Portal settings?

View all 25