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Makerble User Guide
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CRM | Manage your contacts
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Contacts App
Creating contacts
Add contacts to a project (or project state)
How to work with a contact
Edit a Contact's Bio
Customise your contacts
Add additional states to a project, e.g. Waiting List, Alumni, Declined
Contact Forms
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Setup your Forms for Contacts
Creating & Editing a Contact Form
Assign contact forms to projects and coworkers
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Add a Contact Form to a project
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Control which Contact Forms can be added to a contact while editing their Bio
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Control which user groups can edit each form on a contact's record
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Remove a Contact Form from a project
Manage your Contact Forms
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Makerble User Guide
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Contact Forms
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Assign contact forms to projects and coworkers
Summarize
Assign contact forms to projects and coworkers
Matt Kepple
Owned by
Matt Kepple
Feb 20, 2024
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