Fluent CRM
Workspace
Workspace
Today
Dashboard
Contacts
Leads
Properties
Visits
Deals
Tasks
Reports
Calendar
Pipelines
Activities
Intelligence
Matching
Next actions
Commissions
Communications
Email templates
Form submissions
Sent emails
File manager
System
Settings
Audit log
CA
Camille Admin
contact@fluentcrm.com
Toggle Sidebar
Settings
forms
ft_default_feedback
Search…
⌘K
Standard Visit Feedback
Form template builder
Template name
Form type
Description
Visit type
Transaction type
Active
Default for this type
System template (cannot be deleted)
Build
Preview
Save template
Add field
Interest level
Interest level
Visible in report
Required
Client reaction
Long text
Visible in report
Add field
Main objections
Objection list
Visible in report
Positive points
Long text
Visible in report
Negative points
Long text
Visible in report
Price feedback
Budget feedback
Visible in report
Location feedback
Short text
Visible in report
Property condition feedback
Property condition
Visible in report
Add field
Would like second visit
Yes / No
Visible in report
Offer likely
Offer likelihood
Visible in report
Next action
Next action
Visible in report
Follow-up date
Follow-up date
Internal only
Private notes
Long text
Internal only
Sensitive
Add section
