Mobile Event Forms

Event Forms

Callproof Mobile Event Form Option

Callproof Mobile Event Form

What are Event Forms?

Event Forms are custom forms tied to an account—used for visits, orders, surveys, and other company workflows.

How to navigate

Accounts → Event / Event Forms action or More menu → Event Forms

Using Event Forms

1. Open Event Forms on an account.
2. Select the form to fill out.
3. Enter required fields.
4. Save/submit the form to the account history.

Features include

• Form list – Company-defined event forms.
• Fill and submit – Capture structured visit/order data.
• Account history – Submitted forms stay on the account.
• Appointment integration – Some forms can start/treat as appointment based on settings.

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