Legacy App

Is there a paper version of the intake form?

How do I establish my visibility settings for the intake form?

How can I know the status of the intake form?

How do I know whether the prospect has completed the intake form?

The intake form is your contact's first interaction with Legacy App and is the place where your contact provides Client Details.

How can I do a test run of the intake form?

Christian Cruz

Intake Form View

Find answers and get help from Intercom Support and Community Experts

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