video1.0<iframe src="https://www.loom.com/embed/6a239dd304a34a55838986f381d33441" frameborder="0" width="2088" height="1566" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15662088Loomhttps://www.loom.com15662088https://cdn.loom.com/sessions/thumbnails/6a239dd304a34a55838986f381d33441-00001.gif256.3666666666666Hey there, Fred from Hubly! In this video, I'll be discussing the three most valuable use cases for forms and conditional logic within workflows. These features are designed to standardize client service records and data across your firm. I'll cover use cases such as prospect qualification, accounts and money movements, and financial planning. By utilizing forms and conditional logic, you can streamline your processes, increase success rates, and provide a more customized experience for your clients. So, let's dive in!