Enhanced Forms and Surveys Workflow

We're excited to announce an update that simplifies and streamlines your experience with forms and surveys on the SMBcrm platform.

Convenient New Edit Option for Forms and Surveys

We've introduced a new 'Edit' option directly within the funnel builder, which allows you to readily modify the details of your forms and surveys as you're working on your funnel. Now, you can open either the form or survey builder straight from the funnel builder and see your changes update in real time.

This new feature eliminates the need to navigate away from the funnel builder, making your workflow more efficient. Changes made on your forms and surveys will instantly be reflected in the funnel preview. Refreshing the funnel builder will also incorporate these changes seamlessly into the current build.

Form and survey edit button view
Here, you can see the 'Edit' button positioned within the funnel builder for quick and easy access.

Fixes and Improvements

In addition to this new functionality, we’ve also resolved a bug affecting the form or survey nomenclature in the funnel builder. After updating the name of a form or survey, you'll now see that the new name accurately appears in the dropdown within the funnel builder. This ensures clearer and more consistent naming conventions across the platform.

Improved name saving function view
Here, you can observe the corrected display name for forms and surveys.

Please check out this latest update and let us know your feedback. We are ever committed to enhancing your SMBcrm experience and making it more enjoyable and productive for you!

To stay updated with our regular product enhancements, head over to our product updates blog.

In Case You Missed It: Check out our last product update about Enhanced Calendar View Feature in Social Planner.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.