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JenlynMik
New Participant
June 12, 2024
Question

Intake forms for banking or insurance

  • June 12, 2024
  • 2 replies
  • 637 views

Does anyone have any intake forms for banking or insurance that they can share please?

thanks 
Jennifer

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2 replies

JenlynMik
JenlynMikAuthor
New Participant
July 3, 2024

Hi Kellie,

 

Marketing intake forms  for different channels. e.g. email campaign.

I have what I need now. Thanks for following up.

 

Have a great long weekend in the U.S.

Jennifer

KellieGardner
New Participant
June 13, 2024

@jenlynmik - intake forms for what? What kind of requests are we talking - marketing items, full enterprise projects, product enhancements?