Event Forms

Path: Callproof Support - Website - Event Forms

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.

Navigation: Home → Settings & Customization → Event Forms

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Home.
3. In the Settings & Customization section of the drop-down menu, click Event Forms.
4. The Event Forms page opens, where you can view and manage event forms.

Creating Event Forms

Creating Event Forms can be quick and easy. More information found here: Creating Event Forms

New Event Form

Navigation: Home → Settings & Customization → Event Forms

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Home.
3. In the Settings & Customization section of the drop-down menu, click Event Forms.
4. The Event Forms page opens.
5. Click the Add Event Form button at the top of the page.
6. The New Form page opens.
7. Enter the required information. The Form Name field is required.
8. After completing the form, click the Save button.
9. The new event form is saved and displayed in the Event Forms list.

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

Click the Edit (pencil) icon

Update the event form and click Save

Navigation: Home → Settings & Customization → Event Forms

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Home.
3. In the Settings & Customization section of the drop-down menu, click Event Forms.
4. The Event Forms page opens.
5. Click the Edit (pencil) icon next to the event form you want to modify.
6. The Edit Form page opens.
7. Update the required information.
8. Click the Save button.
9. The event form is updated successfully and the changes are reflected in the Event Forms list.

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.

Delete Event Form

Navigation: Home → Settings & Customization → Event Forms

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Home.
3. In the Settings & Customization section of the drop-down menu, click Event Forms.
4. The Event Forms page opens.
5. Click the Delete (X) icon next to the event form you want to delete.
6. When prompted, confirm the deletion.
7. The event form is deleted successfully and is removed from the Event Forms list.