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 email / Opportunity

If needed, you can always export to Excel

• Related Articles

• 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 ...

• 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

• How to push a card to the Workflow

  In order to push a card into a Workflow; you need to make sure these 2 steps have been completed beforehand: 1. A quote has been created 2. The status of the quote has been selected If these two steps are not followed, you will not have access to the ...

• Email Verification

  GREEN check mark: The email is valid Red X: The email is invalid, so you cannot send an email. We suggest you use another method to communicate with the customer. Beware of typos or the customer may have entered the wrong email. Red triangle: Unknown ...

• Web opportunities

  This module will allow you to see all opportunities created via a web request (Form, Email, SMS, External supplier, Facebook, Chat). If you want to see by lead type separately, you have the options: All opportunities / In-store opportunities / Call ...