How can I send the Buyer Information form to a lead to fill out?
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Go to the Leads CRM page.
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Select a lead you want to send the Buyer Information form.
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Click the Buyer Information tab.
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Click the ‘Send This Form to This Lead’ button.
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Select where to send the form. You can either copy the link, send via email, or send via SMS.
The lead will receive the link to the Buyer Information Form from either of your registered email or mobile number.
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