How to Quick Edit a Form

Customizing your forms is quick and seamless with Kea Builder. Use this guide to quickly access and edit any existing form to meet your specific needs.

👣 Step-by-Step: Quick Edit a Form

🔹 Step 1: Open CRM

Navigate to the side menu and click on the “CRM” option.

Step 1

🔹 Step 2: Access the Forms Panel

Under the CRM dashboard, select the “Forms” button.

Step 2

🔹 Step 3: Choose the Form to Edit

Find the form you want to modify and click on the Edit icon beside it.

Step 3

🔹 Step 4: Redirect to Form Builder

You will be automatically redirected to the Form Builder interface.

Step 4

🔹 Step 5: Edit and Save

Use the available tools to edit your form—add or remove fields, update settings, and customize the layout. Once done, click Save to apply the changes.

Step 5

✅ Tip:

Regularly reviewing and updating your forms ensures they stay relevant and effective for your data collection goals.