Event Forms

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• 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