How do I integrate smart forms into specific stages of an enquiry or pipeline?
To integrate smart forms into specific stages of an enquiry or pipeline in Brexa, you first design the form according to your business process. After creating the form, you can link it to particular stages within your pipeline, such as the initial lead capture or follow-up stages. Each submission can trigger predefined actions, like moving a lead to the next stage, sending notifications to the sales team, or initiating automated workflows. This seamless integration ensures that data collected through the form is immediately actionable, allowing for smoother transitions within your business pipeline.
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