Custom forms
Create and organize forms for structured CRM data.
- Open Account Settings → Features Settings → Custom Forms and select Add New.
- Enter a form name and description explaining when it should be completed.
- Choose a department or availability to all departments. Select an escalation configuration if needed, or None.
- Select Create and open builder. Configure the form’s fields in the builder and test the form before enabling it.
The list supports All forms, Enabled and Disabled filters, search, department filtering and Clear filters. Open a form to manage its fields; row controls open the builder, edit escalation and enable or disable the form. Review any mandatory escalation migration notice before relying on escalations.