Intake forms for banking or insurance

Does anyone have any intake forms for banking or insurance that they can share please?

thanks
Jennifer

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Community Advisor

@jenlynmik - intake forms for what? What kind of requests are we talking - marketing items, full enterprise projects, product enhancements?

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Level 2

Hi Kellie,

Marketing intake forms for different channels. e.g. email campaign.

I have what I need now. Thanks for following up.

Have a great long weekend in the U.S.

Jennifer

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