Now, it’s time to create the “Financial Planning Meeting Review” form itself. (See previous quizzes at the end of lessons)
Go to your Forms app and create a new Form. Create questions for all the fields that you just added to the new “Financial Plan Reviews” module. First/last name, email, meeting date, today’s date, rating, comments, etc.
(you could automate today’s date so they don’t have to fill it out. Can you think of a way to do it? Hint: think workflow rules and field updates).
Integrate the form with your new custom module and test it out. Then, share the Form link with a friend to show them the budding Zoho master you are!
