Creating a Customer Form

New Form

  • Open the Customer Forms -> New Form page from the main menu.
  • Click on the Add button in the top right corner to create your form.
  • Enter the title of your form.
    NOTE: You must write its equivalent in all languages saved in the system accurately.
  • Click on the Add Question button.
  • Select the type of question you want.
  • Write your question title below.
  • You can add options for your customer with the Add Option button.
  • Save your question by clicking the Save button.
  • To save your form, click the Save button.
  • If you want to delete form information, click Delete.
  • If you want to edit form information, click Edit.

Form Builders

  • Open the Customer Forms -> Form Builders page from the main menu.
  • Click on the Add button in the top right corner to create a form.
  • If you want to edit the created forms, click the Edit button in the action area on the right.
  • If you want to delete the created forms, click the Delete button in the action area on the right.

Completed Forms

  • Open the Customer Forms -> Completed Forms page from the main menu.
  • Click on the View button on the right of the form you want to view.

Let's Create a Free Account Now !

You can start your Meto CRM journey for free and upgrate your CRM after you tested. We know this is the only CRM for spesificly built for Medical Tourism so we know after you try, you gonna learm more features to automate more of your Medical Tourism bussiness.

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