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 a deal closing, an interview happening, etc.