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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?
Thought this might be useful folks: https://routerjet.com/blog/the-ultimate-guide-to-web-forms-for-pipedrive