Creating a Form

If you want to create your own Traction forms, it's easy. The advantage is that all the information collected can be created automatically as a customer card or simply as data. You have the option to create a sales or service opportunity or simply not create a card.

Go to the MARKETING tab and choose FORMS.

If you want to change the assignment of the person who receives the form, you must go to the MARKETING tab and then EVENTS.

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• Form data

  The FORM DATA tab allows you to track all the information on a specific form. Increase the number of entries per page with this selection Filter by date or event Customize your columns Access the client page using the 3 options: Client name / Client ...

• Creating a customer file

  There are 2 ways to access a customer file 1- Search for the customer using the magnifying glass 2- Take the incoming call from your extension If the customer is anonymous or does not exist in the system, you must create the customer file using the ...

• Creating a view

  In each page of the Sales Module; you will have an Opportunities dashboard with default columns. You are able to create your own views with your desired columns and filters. As a Sales manager/director, you can create group views that only you have ...

• Creating and modifying a User

  1- Where to begin Click on the Admin tab then User. To be able to see the Admin tab, our user must have the Admin role. 2- Display Sorted by user name, first name, last name, department, active (checked) / inactive (unchecked) and the role of the ...

• The PDFs

  Short description PDF forms allow you to pre-fill fields in a form automatically with certain information from Conditions for creating a PDF We must Where to find the configuration of PDFs In the menu: Sales / Customer / Potential Opportunities