video1.0<iframe src="https://www.loom.com/embed/57cdbc4943dc4b65842b2b1e5d1f8d80" frameborder="0" width="2560" height="1920" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19202560Loomhttps://www.loom.com19202560https://cdn.loom.com/sessions/thumbnails/57cdbc4943dc4b65842b2b1e5d1f8d80-00001.gif289.1666666666668Hey, welcome to Blue Root Knowledge Base! In this video, I'll guide you through the process of creating a pre-qualification form within Zoho Forms. We'll start by accessing Zoho Forms through your CRM and creating a new standard form. Then, we'll add various fields such as name, email address, phone number, loan purpose, loan amount, property information, current employment, income information, monthly debts and expenses, credit score, and down payment. I'll show you how to make certain fields mandatory and customize the form's appearance. We'll also integrate Zoho CRM with Zoho Forms, map the fields, and sync the form to a specific module. Finally, I'll demonstrate how to share the form via URL, QR code, social media, embed it on your website, or send it through Zoho campaigns. By the end of this video, you'll have a fully functional pre-qualification form to gather important information from prospects. Enjoy and let me know if you have any questions or need further assistance! 🎥