- Create Custom Fields for CRM Account Forms
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Create a Custom Field for an Account Form (5:32)
- Create a CRM Account Form
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Create a CRM Account Form (8:30)
- Related Resources
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Resources
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Goodbye!
CRM Account Forms
Course 3 of 3 in Neon CRM Account Basics Online
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
Learning Objectives:
- Identify custom fields needed for the CRM Account form
- Create a CRM Account form
- Set email conditions for the CRM Account form