StepsAdd a Contact Form to a project so that you can use that form to create contacts in that project.
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How to do it
Add several Contact Forms to several projects
You’re learning how to use Setup Your Forms.
Open the left sidebar
Select CRM
Click Contacts
You arrive in the Contacts App
Click Setup Your Forms
You arrive on the Setup your forms page
Press Add to Projects to add a particular form to one or more projects
A popup appears that lets you choose which projects you want to add the form to
Saving happens automatically. Press Close when you’re done.
Add several Contact Forms to a single project
You’re learning how to use Project Preferences
Go to the Project Preferences page of the project that you want to add the Contact Form to
To get there
Go to the project page.
Press More Options
A dropdown menu appears
Select Project Preferences
In the Contact Forms to use on this project field: select the Contact Forms you want to use
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Press save
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You can choose whether a Contact Form can be used to create contacts and/or edit contacts: Control which Contact Forms can be added to a contact while editing their Bio
Press the Save button
You arrive back on the Project page
The Contact Form has now been successfully added to the project. You can now create a contact using this Contact Form.
Add a single Contact Form to several projects
You’re learning how to use Contact Form profiles
Go to the Contact Form’s profile: View a Contact Form
Press Add to Projects on the right side
A popup appears that lets you choose which project(s) you want to add the Contact Form to