Purpose
This feature manages customer intake details and structured intake forms.
How to use it
Use it when onboarding requires collecting specific information before service delivery begins.
Connected areas
This feature should be used as part of the broader iTech System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date.
Best practice
Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.