How to create an intake form and generate a URL? - CaseFox

How to create an intake form and generate a URL?

You can easily create an efficient client intake form by following a few quick steps mentioned below with CaseFox:

Login -> Leads -> Create Intake Form and Generate URL

1. Log in to CaseFox.
2. Click on the "Leads" tab present on the navigation bar.
3. After selecting towards the top right, you will find an option stating "Create Intake Form and Generate URL".
4. Click on it, add the fields that you want, and click on the "Preview" button to see the preview or "Save Form" button for saving it.




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