FAQs
To edit contact details from your CRM Leads, without leaving the Leads list, you can click on the Client or the Contact name (clickable links are in blue), ...
Tue, 5 Nov, 2024 at 3:28 PM
Formitize Leads and Sales Pipeline utilises our Smart Tables, to ensure easy sorting and customisation of what information you would like to be able to view...
Mon, 28 Jul, 2025 at 11:47 AM
Reassigning a Lead is easily done, but can only be done in the Web Portal. In the Web Portal go to Sales > View Leads > select the Pipeline of the...
Thu, 13 Feb, 2025 at 12:06 PM
Importing leads allows you to upload lead information into Formitize from a CSV file, making it easy to add multiple leads at once or migrate data from anot...
Tue, 30 Jun, 2026 at 3:32 PM