Forms & Links 🔗
Learn how to get the most out of SALT's Forms and Links.
- 📝 Live Intake | Collect Client Info in Real Time
- Forms 101: Getting Started
- Form & Link Settings
- Links 101: Getting Started
- [Did You Know❓] You can customize coverage options based on your prospect’s state!
- Customizing Coverage Options
- Using 'Notes' Step to Add Your Own Questions
- Tracking Referral Sources
- Form Branding & Customization
- Discontinued Forms (private, )
- Embedding SALT Forms
- Adding & Removing Form Steps
- Creating 'Referral Partner' Forms
- Duplicating Forms
- Creating a Document Upload Form (Manual Collection)
- 'Renters' Form Recommendations
- Archiving/Deleting Forms