Forms

Add fields from the palette, arrange them into pages and sections, configure each one, map fields to your CRM, add conditional rules, and let autosave keep your changes in sync.

Use the Form Builder AI panel to add and rearrange fields, tables, pages, sections, scoring, rules and CRM mappings by asking for them — and reject a turn you don't like in one click.

Build a rule that shows, hides, enables, disables, sets, or clears a field, section, or page based on an answer — and learn the limits: one condition per rule, show and hide that don't reverse, and Set Options.

Start a new form from scratch, from a template, or by uploading an existing document, and name it before moving to the builder.

Copy an existing form as a new draft, hide a form you're done with from your active list, restore it later, and understand why deleting a form isn't offered.

Add a Field Group to collect several related answers at once, choose where those answers are saved in your CRM, change a group's settings, and add the separate Property Information pages — and why consistent mapping matters for autofill and CRM sync.

Every field you can add to a form, what you can configure on it, what respondents see, and the settings shared by all fields — Required, Hidden, Key, Help Text, Split Row, Duplicate, Delete, and the canvas badges.

Understand what a form type is, pick one when you create a form, and see where types show up in the portal today.

Find a form on the Forms list with search, the status filter, and the Active and Archived tabs; read its columns; sort and page through them; preview a form as a respondent; and see why the list may be missing entirely.

Write a formula that adds up other answers, reference fields and table columns, use the built-in functions, pick an output format, and fix the parse and "Unknown field" warnings the editor shows.

Use Auto Populate to connect a form field to a contact, organization, project, or property record, so a submission updates your CRM without retyping — and see which fields are mapped from the canvas.

Activate a form so it accepts responses, copy its public link or embed code, preview it, set a deadline, close it when you're done, and understand the status rules a form can and can't move through.

Email a form to a list of people from an opportunity — picking contacts, uploading a CSV, or typing rows by hand — and understand what the recipients get, what lands in your CRM, and why nothing shows in Responses yet.

Turn on scoring for a form, define the criteria AI uses to evaluate answers, and run Score with AI on individual or multiple responses from Responses.

Browse Incenti's published form templates, preview one, and create your own editable copy with its fields, pages, rules, and scoring already in place.