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Understanding the Forms Dashboard in ClearCRM

This article covers the Forms section in ClearCRM, guiding users on its layout, navigation, and core functionalities.

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Written by Elvin Khudiyev
Updated over 3 months ago

Navigating to the Forms Dashboard

  1. Go to Marketing in the left-hand menu.

  2. Click on Assets & Forms.

  3. Select the Forms tab from the top.

Key Features of the Forms Dashboard

  • Add New Form: A button for creating new forms.

  • Tabular View: Displays existing forms, including their Name, Category, and Date Added.

  • Sorting & Pagination: Allows sorting forms by different attributes and adjusting how many appear on the page (10, 25, 50, 100, or All).

  • Export & Search: Users can export data or quickly find forms using the search bar.

The Forms dashboard helps users design, manage, and deploy marketing forms effectively.

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