Navigation:  5 Using Total Enterprise CRM > 5.3 Marketing > How do you work with marketing? > Webforms > How do you create a new webform?

 

To create new webform, follow these steps.

 

Step 1: Select New webform

 

 

Click the Marketing tab located on the ribbon.

 

Select New webform in the Webforms group.

 

Note:

To edit any existing webform, double-click that webform in the grid under the All webforms command, and then proceed to step 2.

 

Step 2: Complete the form

 

 

The 'Webform' form contains all the relevant information broken down into several tabs.

 

Controls on the ribbon allow you to carry out various actions on the selected webform.

 

For more details, visit the following link:

 

How do you assign a tag to a webform?

 

Note:

The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.

 

Step 3: Save your data

When you have finished entering all your data, save it by choosing one of these options on the ribbon: