Hey [*Architect*]!
We’re currently wrapping up the build for [insert project name].
You can view it at [stagingsite.webpagefx.com] and you'll need to enter [UN/PW] to view, and you can use [Keeper-entry] to log into Wordpress.
Here are the details:
- How is the form built: (i.e. CF7, gravity form, hubstaff form builder, etc).
- We are connecting the form to the CRM via: (Form Builder or CRM Perks)
- Keeper entry with clients CRM: (please note if we do not have access)
If you could [**PM to determine which** 1. set up CRM perks/plugin 2. test that the forms are making into the CRM (if native form builder)] that'd be great.
Note - if you are adding the CRM Perks Plugin please notify the PM once it has been added so they can notify the edits team so the plugin doesn't get removed accidentally through the testing phase.
Thanks!
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