Learn how to set up your Agent CRM calendar the right way—connect automations, collect info, and send polished booking links that actually get used.
Form Builder
9 Articles
Whether you’re using forms, surveys, or quizzes, this update ensures your final impression is just as strong as your first.
Your forms just got a serious style upgrade! The brand-new Enhanced Button Styling is designed to give you more power, flexibility, and flair when customizing the buttons on your forms.
Whether you’re qualifying leads with a survey or capturing interest through a quiz, this visual enhancement helps guide your respondents every step of the way—on any mobile device.
Original Question: Senior Benefit Solutions NJ asked us:“I need help creating a link for my form. How would I do that?” Answer: Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or…
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…
Christopher Duncan Asked: “How do I create a message section to a form? I would like to add an area to a form where someone can submit a question.” The Answer: Adding a message section to your form in Agent CRM is quick and straightforward….
In this video, Ryan shows how to build a form in Agent CRM.