Using Opportunity Fields in Forms & Surveys

Using Opportunity Fields in Forms & Surveys

Introduction:
Integrating opportunity custom fields into forms and surveys transforms data collection, enabling seamless tracking and management of opportunities. This feature enhances efficiency and customization, ensuring your forms and surveys are fully aligned with your opportunity management needs.

How-to Steps:

1. Access the Form or Survey Builder:

   • Go to Sites > Forms and open the form or survey builder.

2. Navigate to the Custom Fields Section:

   • In the 'Add Form/Survey Element' section, select the 'Opportunity' category from the custom fields dropdown menu.

3. Add Desired Opportunity Custom Fields:

   • Choose the specific opportunity custom fields you wish to include.

   • Drag and drop these fields into your form or survey layout.

4. Configure Opportunity Settings:

   • In the settings modal, configure the opportunity settings by selecting options such as pipeline, stage, status, and opportunity value.

   • Use the 'Create Pipeline' option if you need to establish a new opportunity pipeline.

5. Save and Submit:

   • Save your form or survey.

   • Once submitted, an opportunity will be automatically created and linked to the contact generated from the submission.

Benefits:

• Efficiency: Streamlines opportunity tracking and management directly from form and survey submissions.

• Customization: Provides flexibility in configuring opportunity settings to meet specific requirements.

• Automation: Reduces manual effort by automatically generating opportunities from form or survey data, integrating directly into opportunity-related custom fields.

Pro Tips:

• Organize Custom Fields: Use the collapsible format to keep custom fields neatly arranged under their respective parent folders.

• Optimize Pipelines: Regularly update your opportunity pipelines to reflect your current sales processes, ensuring accurate data collection and tracking.

FAQ/Use Cases:

• How do I ensure all necessary data is captured?
  Include all relevant custom fields and configure the settings correctly to capture comprehensive opportunity data.

• Can I create multiple opportunity pipelines?
  Yes, you can set up and manage multiple opportunity pipelines to accommodate different sales processes or product lines.

By incorporating opportunity fields into your forms and surveys, you enhance data management and streamline your sales tracking processes, making your system more effective and automated.