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Step 2: How to Add People (Optional)

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Kim C.
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You can prefill client and professional information on your forms using the Add People tab in the Quik! App. Prefilling saves time, reduces typing errors, and helps avoid rejections or delays. This feature uses your CRM data and Quik!’s Field Definition system to assign roles to fields on forms.

This guide is for all Quik! App users who want to connect CRM data directly to their forms.
💡 Tip: If your account is not connected to a CRM, skip Add People and go straight to Finalize.

Prerequisites

  • A CRM connection added to your Quik! App account

  • Forms or a Form Bundle selected

See How to Connect to a CRM for setup instructions.

Step-by-Step Instructions

If you do not have a CRM connected

  1. Select your forms or Form Bundle.

  2. Skip Add People and go to the Finalize tab.

  3. Click Launch Forms.

  4. Manually enter information in the Quik! Form Viewer.

If you have a CRM connected

  1. Choose a CRM

    • If you only have one CRM connection, it will auto-select.

    • If you have multiple, click the drop-down list under CRM Connection and select the correct one.

    • See How to Connect to a CRM for help adding connections.

  2. Search for a person

    • Use the client search field to type a name.

    • Matching results display below.

  3. Select a client

    • Click the client’s name in the search results.

    • The selected name will highlight in red.

  4. Assign a role

    • On the right side, click the + next to the role you want.

    • The person will be added to that role.

    • A person can be assigned to more than one role.

    • To remove someone, click the X next to their name.

👉 See How to Add and Use Financial Professional Information if you need to assign advisors or other professionals.

Helpful Tips

  • Adding people before launching forms is optional.

  • You can assign people even if your CRM has limited information. Blank fields stay empty if no data exists.

  • You can prefill a single form with data from multiple CRMs. Repeat steps 1–4 for each CRM.

  • Roles are dynamic. They depend on the forms in your basket. For example:

    • If your basket includes forms with 1 Owner and 3 Beneficiaries, then the roles shown will be Owner 1, Beneficiary 1, Beneficiary 2, Beneficiary 3.

  • Quik! supports hundreds of roles such as Owner, Beneficiary, Trustee, Minor, etc. Multiple instances of each role are labeled with numbers (e.g., Beneficiary 1, Beneficiary 2).

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