Create a contact form template

and ensure it's associated to a project.

Select your contacts

You can use the advanced search bar and bulk functionality to select a number of contacts at once. Then use the drop down selection to Submit contact forms.

Select the project and template from the drop downs

The contact forms will be shown in the left hand. You can then click the clipboard to add the form copy to the clipboard, you can then paste it into the form.

Mark the forms as submitted

or Not Submittable, or Skip if needed. If submitted, this action will show in the contact's activity timeline.

Want to know more?

Get in touch with your questions and we will get back to you promptly with the answers and advice you need.