FAQs in this section
How do I create an Autoresponder email to send to leads after Webform submission?
How do I display a Webform on my website?
Can I modify a Webform's HTML code?
I do not want a mandatory field to display in a Webform. What should I do?
A Webform, when submitted, is not redirected to the return URL in a mobile browser.
How do I link an existing webform on my website with Vtiger?
Can I obtain consent through a Webform to send promotional emails to my contacts?
What is Primary Module in Webforms?
When a record is created via a Webform, is an email sent to the Webform user?
What parameters must I maintain in the HTML code if I modify it?
What happens when a Contact submits a Webform without opting for email marketing?
How do Override values in Webforms work?
What are Vtiger Webforms?
How do I integrate an existing Webform?
How do I update CRM records through webforms?
Which CRM records can I create using Webforms?
How does a Webform function?
What is Return URL in Webforms?
What are Webforms used for?
How do I create a webform?
How does User Assignment work in Webforms?
How do I specify what fields to add to a webform?
Can I test a webform before using it?
How do I provide an option to upload documents through a webform?
What do the options under Duplicate Handling in a webform mean?
What happens if I make a webform's status Inactive?
How do opt-in values in the CRM change on webform submission?
How do I get webform code?
How do I enable Round Robin auto-assignment of records in a Webform?
Table of Contents
Follow these steps to create a webform:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings.
- Look for the Automation section.
- Select Webforms.
- Open an existing webform or create a new one.
- To learn about creating a webform in detail, click here.
- Enable the Assign Users in Round Robin checkbox.
- Click on the space provided in Round Robin Users List.
- Select users or groups from the drop-down to assign records.
- Click Save.
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