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All CollectionsSettings & System Administrator ManualSettings FAQ
Can I Change Which Pipeline and Stage Intake Form Bookings go?
Can I Change Which Pipeline and Stage Intake Form Bookings go?
Updated over 2 months ago

Related Questions:

  • Update Intake Form Responses

  • update the Stage where new inquiry form responses feed through to

Answer:

You sure can! While creating or editing an Intake Form in Settings, you can select the Pipeline and the Stage in that Pipeline, where the newly generated Booking will begin: 

  1. On the left-hand side, click on Settings

  2. Select Tools

  3. Select Intake Forms

  4. Hover overon the Name of the Intake Form you'd like to update & Click Edit

  5. Click the Submit Settings tab

  6. Under Booking Stage, select the relevant Pipeline + Stage

  7. Click Save

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