You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new form.
First, create a checkbox type field that will store the consent information. See Also Create Custom Fields
Drag and drop fields to build a form and generate the code for the web form. See Also Set Up a Web Form
The final step is to use the new code for the web form and publish in the website. You can edit the text for the field in the form's HTML code but make sure the name value is not changed as this value is used to capture data from the web form and pass it on to the Zoho CRM.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.