How to Create a Form Builder

Introduction #

Creating custom forms is essential for gathering specific information from leads, clients, or other stakeholders. This guide explains how to create a form builder in the Cosmic CRM module.

Prerequisites #

Ensure you have logged into Cosmic ERP with appropriate user credentials before proceeding.

Steps to Create a Form Builder #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access Form Builder Section
   • In the CRM module, click on ‘Form builder’.
4. Initiate Form Creation
   • Click on ‘create’ to start creating a new form builder.
5. Enter Form Details
   • Form Name: Provide a name for the form.
   • Select Active: Toggle to enable or disable the form.
6. Save the Form Builder
   • Click on the ‘create’ button to save the new form builder.

Conclusion #

Creating a form builder in Cosmic CRM enables you to design customized forms tailored to your business needs. Follow these steps to create and manage form builders efficiently for better data collection and management.