Help!🙋‍♀️ Looking for a feature in Pipe where I can create a fillable form...like a note but with qu

Amanda Schaffner ~ Silverman Mortgage Group
Amanda Schaffner ~ Silverman Mortgage Group Member Posts: 7 VERIFIED MEMBER
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edited June 17 in Sales CRM #1
Help!🙋‍♀️ Looking for a feature in Pipe where I can create a fillable form...like a note but with questions... basically an outline for our client concierge to fill in while she's on the phone with a client that has nothing to do with the details column. Anyone know of a tool or suggestion to accomplishing this?
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