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Created By Becky Bowles
RequesterIf I am going to enter all of the contact information in Forms, it should automatically populate in the transactions, or at least provide a link to move it.
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Becky!
Kylee from the Product team here at SkySlope. It is possible to create a SkySlope file from your Forms file, and the contacts you enter into the File Details in Forms will populate in the Contacts tab of the newly created SkySlope file. Here is a step-by-step video tutorial on this process: https://support.skyslope.com/hc/en-us/articles/360046688031-Create-SkySlope-Files-with-Forms-Data
If you have any questions or need any assistance with this process, please feel free to reach out to our 24/7 Support team. They can be reached at 1-800-507-4117 x2 or at [email protected].
Happy SkySloping!
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