How to Search for a Form

Searching for a specific form within your CRM helps you access and manage your data quickly and efficiently. Follow these simple steps to locate your form with ease.

👣 Step-by-Step: Search for a Form

🔹 Step 1: Access CRM

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

Step 1

🔹 Step 2: Go to the Forms Section

Under the CRM panel, click on the “Forms” button.

Step 2

🔹 Step 3: Use the Search Bar

At the top of the Forms panel, type the name of the form you are looking for into the search bar.

Step 3

🔹 Step 4: View Results

If the form exists, it will appear in the results below. If no form matches your search, the result will be empty.

Step 4

💡 Tip:

Use keywords from the form title for quicker and more accurate results.