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CRM

Update Form Builder to Modern Design & Capability Standards
Current form builder has limited manual design options without adding custom CSS. Ai Generator works, but we need manual controls for our non-developers to use. We are also needing advanced options such as conditional logic and the ability to save forms as templates for brand consistency.
0
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Forms
Attach files uploaded via Forms to the associated Opportunity
We would like the opportunity to be updated with the file attachment that is submitted via webform. Instead of the client having to go and find the contact and see the attached file
2
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Forms
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under review
Allow Markdown (.md) files to be uploaded
At my company we use Obisidan to take notes, as well as generating summaries or expanding bullet list documentation using LLMS. Both of these processes result in markdown files, which we find useful for their organizational ability while still being able to be read as simple text documents. It would be nice to be able to upload the markdown files directly in the CRM instead of needing to resave the documents as text (.txt) files.
3
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Forms
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under review
Add option to duplicate forms
Please add the option to duplicate forms
1
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Forms
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