Understanding the Forms Dashboard in ClearCRM

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.