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.

Event Forms are tied to a contact and visible from their profile under details. They are also visible from an 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 deal closing, an interview happening, etc.