Difference between revisions of "Event Forms"
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| − | Path: [[ | + | Path: [[Callproof Support]] - [[Website]] - [[Event Forms]] |
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| − | + | == What are Event Forms? == | |
| − | + | Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms. | |
| − | + | Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported. | |
| − | + | Event Forms can be assigned points and used to rank employees. | |
| − | + | Event Forms are often used for events that happen in the field or as events progress along the sales chain. | |
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| + | When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc. | ||
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| + | == [[Creating Event Forms]] == | ||
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| + | Creating Event Forms can be quick and easy. More information found here: [[Creating Event Forms]] | ||
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| + | == Editing Event Forms == | ||
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| + | Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: [[Creating Event Forms#Editing Event Form|Edit Event Forms]] | ||
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| + | == Deleting Event Forms == | ||
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| + | To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered. | ||
Latest revision as of 16:04, 3 December 2014
Path: Callproof Support - Website - Event Forms
Contents
What are Event Forms?
Event Forms are custom built forms can track and simplify activities that occur in your company. They are easy to build and can track activities like closing a deal. Once created, Event Forms can be used on the mobile app and the website. You can also attach images with Event Forms.
Event Forms are tied to a contact and visible from their profile under details. They are also visible from the Events Manager and can be searched and exported.
Event Forms can be assigned points and used to rank employees.
Event Forms are often used for events that happen in the field or as events progress along the sales chain.
When Event Forms are submitted, a copy can be emailed immediately to email addresses you have set up. This provides immediate notification of a deal closing, an interview happening, etc.
Creating Event Forms
Creating Event Forms can be quick and easy. More information found here: Creating Event Forms
Editing Event Forms
Click on an Event Form title or the notepad to right of the title to edit the Event Form. More information found here: Edit Event Forms
Deleting Event Forms
To delete an Event Form, click the red X to the right of the Event Form title. Callproof will ask you to confirm this decision. If a form is deleted, all data tied to that form will be deleted. This means all instances of the Event Form will be deleted from your contacts and cannot be recovered.
