Customer

How to let customers fill in the consultancy form?

Step 1: Click “Customer” .

Step 2: Click on “CONSULTANCY SUBMISSION” .

Step 3: Select a form that will be given to the customer.
For example “Consultancy form” is selected in the example image.

Step 4: Enter the customer name and select a customer.

Step 5: Click “Next” .

Step 6: Fill out the form that was chosen earlier, such as the Counseling form.

Step 7: Click “Submit” .

Step 8: Make sure the response has been submitted.

Step 9: [Optional] Click on “View” to check the submitted response.

Last Updated: July 2024

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