How do I create a new smart form in Brexa?
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Last updated
Last updated
To create a new smart form in Brexa, you start by navigating to the smart form section in the platform. From there, you can choose to create a form from scratch or use a template. You’ll have options to customize the form’s fields, labels, and structure to suit your business needs. Once the design phase is complete, you can preview the form to ensure it meets your requirements. Afterward, assign it to specific pipelines or stages for use in processes like lead generation or customer inquiries. Finally, save and publish the form for immediate use.