How to fill in a form on timeline - Web

Modified on Wed, 27 Aug at 4:17 PM

1. Navigate to the Timeline tab




2. Click on "Add"




3. Click on "Fill in Form" 



4. Select the customer and which form you would like to complete and click "Create"




5. A new tab with the from will open, fill in the form as needed then click "Submit Form"




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article