Back to All Events

Polish your Public Forms

April’s webinar is the final in a 3-part series about formatting forms in SAM.

Public Forms allow your clients to enter information about themselves and upload documents, supporting your team with getting accurate information and saving your team hours of redundant administrative tasks.

We’ll share a few tips on the messaging, placement and organization to help your clients navigate these forms independently.

To join the webinar, RSVP to let us know you’re interested!

Name *
Earlier Event: March 20
Savvy Sidebars
Later Event: May 15
Build a Report