Submit An Internal Form For An Existing Contact

Introduction

An internal form gives you and any other users in your Infusionsoft account the ability to submit a form on behalf of an existing contact. Users can quickly and effectively collect and update contact information using an internal form. Internal forms help automate internal workflows.

 

Step-by-Step Instructions

  1. After finding the contact, scroll down to the Internal Form Submissions section, select the form you would like to use from the drop-down, and click the Fill Out button.

     

  2. The current contact information will populate the form. Enter or update the information in the form, and then click on Save to apply the update.

     

  3. Or While in Interactive List View, just click the Internal Form icon.