Difference between revisions of "Event Forms"
| Line 1: | Line 1: | ||
| − | *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. | + | *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. |
| − | *Event Forms are tied to a contact and visible from their profile under details. They are also visible from | + | *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 can be assigned points and used to rank employees. | ||
| Line 8: | Line 8: | ||
*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. | *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. | ||
| + | |||
| + | See also [[Creating Event Forms]] | ||
Revision as of 16:22, 9 September 2013
- 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.
- 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.
See also Creating Event Forms
