Prospectus Request

You can set up a page within our system which shows a form for users to fill out to receive a copy of your prospectus which looks like this:

You can set this up by creating a new menu, selecting module and then selecting Prospectus form, use this article to walk you through setting up a menu - Managing Menus.

To find out the information of the users who have submitted this form, go to Requests > Prospectus Request, this will show you the information above for you to contact them with your Prospectus.

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