Formitize User Guide

Overview | CRM 2

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

FAQs 21

• What is the Client Portal?
• Where do I find the Client Portal settings?
• How do I opt in for the Client Portal module?
• What features does the Formitize Client Portal offer to improve customer management?
• How do I edit the Client Portal display?

View all 21