IRIS CRM Web Forms Enhancements

IRIS CRM's April 2023 Web Form Enhancements release which includes auto generating new forms using E-Sign documents, generating forms from a lead record with lead data pre-filled, new error resolutions, and a new web forms widget.

Topical Chapters

0:00 - Introduction

0:15 - Generate Form Using E-Sign Document

3:00 - Signer Email Error Resolution

4:52 - Send Pre-Filled Form From Lead

7:46 - Web Form Widget

8:39 - Web Form Notifications

9:10 - Conclusion