Link for data modification

If a company/person is already in your MiniCRM system and you want to collect more data from them via web forms, you need to do the following:

  1. Create those data in MiniCRM fields that you would like to collect from them.
  2. Create a MiniCRM form and only add those data by adding fields that you would like to be filled out.
  3. Insert the web form into your website.
  4. Create an email template in MiniCRM.
  5. Insert the link of the web page on which the web form is available.
    1. If you would like to collect data related to a company/person, check the Identify contact option.
    2. If you would like to collect data related to cards, check the Identify card option.
  6. Send the email to the relevant recipients and wait for the additional data.