How to create a sales kit form

Modified on Fri, 20 Aug, 2021 at 4:10 PM

To create a sales kit form:


1. On the left panel of your admin dashboard, head to Others > Sales Kit > Kits.


2. On the right of the sales kit folder, click View.



3. Click Edit Form.



4. Enter form title and recipients’ emails.


5. Add new fields by clicking on the Add New Field or + button.


6. Confirm by clicking Save Form.


7. Toggle the Publish Now switch ON (green) to activate the form.





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