Head to the Team page to invite colleagues into your CRM Butler account.Permission levelsThere are three levels to choose from:Owner — full control of the account.Admin — can manag ...
Every connection controls which of your CRM objects can be used to build forms. This lets you decide what your users can and can't create forms against.An example. Say your Ontrapo ...
Every form is tied to a single object — Contacts, Deals, or one of your custom objects. That link is the foundation of the form, so it's the first thing you'll choose.Once the obje ...
CRM Butler works by talking directly to your CRM, so setting up a connection is the first thing you'll do. Until a connection is in place, the rest of the app stays locked.What you ...
When someone submits one of your forms, the submission goes to your CRM as usual — and CRM Butler keeps its own record of it. That gives you a separate, independent trail of what w ...