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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.

Elvin Khudiyev avatar
Written by Elvin Khudiyev
Updated over 7 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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