How To Create Forms

1. Log in to your TRMCRM account.

2. Navigate to the correct client's account (aka sub-account)

3. In the left-hand menu, click on Funnels → Forms.

4. Click the + Create New Form button to start a new form.

You may choose to use one of our existing templates for "Contact Forms" or create a new one that suits your needs.

Drag and drop the required fields from the Form Elements section, for example Full Name, Email, Phone Number, Message/Custom Text Area, etc. If you need additional fields, use: Custom Fields to collect unique data. Dropdowns, checkboxes, or radio buttons for specific options. You can also rearrange fields as needed by dragging them into the desired order.

For the sake of this example we will use "query" as a field on the contact form. 

You can setup notifications via email for yourself & also for the leads that fill your form

Click the Styles tab to adjust the form’s background, text color, and spacing.

Toggle Full Width for responsive design.

Under Settings, choose what happens after submission: Show a Thank You Message (Enter a custom message) or Redirect to Another Page (Enter a URL). Youi can also Trigger a Workflow or Automation (e.g., Send a follow-up email)

Click Save Form once satisfied.

Click the Integrate Form button to get embedding options