Help Center
CRM Forms
There are currently 6 forms that will integrate into your CRM system.
Below is the breakdown of the forms, how they are displayed on your website and CRM.
|
Form Name on Website |
Form Name in CRM |
Form Letter |
|
|
|
|
|
Financing |
Financing |
F |
|
Test-Drive |
Test-Drive |
D |
|
Offer |
Offer |
O |
|
Trade-In |
Trade-In |
T |
|
Cash for Your Car |
Buys |
B |
|
Consignment |
Consignment |
C |
|
|
All forms that have an Appointment request will be scheduled into your Company Calendar once accepted in the CRM Workspace > Events
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