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CRM | Manage your contacts
Automations
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
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Add an existing field to a Contact Form
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Compulsory or Optional: pick which questions must be answered
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Create a new field from the Edit Contact Form page
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Edit a Contact Form
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Question Explanations: display a description below a question in a Contact Form
Field Types: the different field you can add to a Contact form
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Hide questions in a Contact Form using Hide Unless skip logic
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How to resolve a typo in a field
Ways to create a Contact Form
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Quick Guide: Create a Contact Form and create a new role
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Quick Guide: Create a new field while creating a Contact Form
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Quick Guide: Create a Contact Form and add an existing Category field to it
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Considerations: The 2 Ways To Build your Contact Bio Forms
Assign contact forms to projects and coworkers
Manage your Contact Forms
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Copy a Contact Form
Custom Forms for Contacts
Contact Groups
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Contact Numbering
Contact Types
Contact Flags
Relationships
Role-holder Relationships
Roles for Contacts
Find a contact
Share your contacts
Reporting & Analysing contacts
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Activity | Organise your activities
Impact | Monitor, evaluate and report your impact
Surveys | Discover insights you never had time to find
Inspiration | Upskill your workforce
Connections | use your data wherever you are
Setup & Admin | Get Started
Support & Me | How your account works
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Makerble User Guide
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Creating & Editing a Contact Form
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Ways to create a Contact Form
Summarize
Ways to create a Contact Form
Matt Kepple
Owned by
Matt Kepple
Last updated:
Mar 13, 2024
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Matt Kepple