Adding & Removing Form Steps

SALT provides a library of pre-built questions, organized by category, that you can easily add or remove as steps within your Form to fit your workflow.

To Add Steps to a Form:

1. Navigate to the Forms section.
2. Select the Form you want to configure.
3. Tap + Add Step below a category, or tap the + icon at the top-right of each category.
4. Select the + next to the steps you'd like to quick-add to your form. ​​

If you'd like to read more about a step before adding it to your form, you can tap on the card to review the details provided and even see a preview of what that step will look like for the prospect.​

Add Steps in Bulk:

At the top-right of the "Add Step" module, we've provided an "Add All Steps" option for easier form configuration. ​

To Remove Steps:

1. Navigate to the Forms section.
2. Select the Form you want to configure.
3. Tap the trashcan icon next to the steps you'd like to remove from your form.

Bulk Removal of Steps:

Alternatively, we've provided a "Remove Category" option that, when selected, will completely remove all questions and the category itself from your form.