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  • CRM Question

    Is it possible to have 2 different CRM layouts?

    I would like my customers to fill out a form for a custom quote, with fields for specific information (length, style, etc.). However, I would still like to have the default layout for customers to contact us. I know there are third party products for creating forms, but I want to be able to save the quotes. Or does anyone else have a better set up for something like this?

  • #2
    Hmm, I don't think you can have two different pages that both uses the built-in CRM system. I think you would be off just using a normal form for one of them and have it send that form directly to your email, and save it there.

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    • #3
      That's what I thought :( Thanks!

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