Welcome to our guide on how to seamlessly integrate opportunity custom fields using our form and survey builder. By leveraging custom fields and streamlined processes, you can efficiently generate opportunities for your contacts with ease. Below, we'll walk you through the steps on how it works and address common questions to ensure a smooth implementation.

Access the Form or Survey Builder

Begin by accessing the form or survey builder tool on our platform.

Navigate to Custom Fields

Within the builder, navigate to the custom fields section under Add Form/Survey Element.

Select the Opportunity Category

Choose the Opportunity category to access specific custom fields related to opportunities.

Add Desired Opportunity Custom Fields

Select and add the opportunity custom fields that you want to include in your form or survey. If you have not created an Opportunity custom field, select the “Add” button to initiate this process.

Configure Opportunity Settings

Configure any additional opportunity settings as needed, such as default values or required fields. Ensure all settings are adjusted to match your workflow requirements.

Save the Form or Survey

Once configured, save the form or survey to preserve your settings and field configurations.

Submitting the Form or Survey

When a contact submits a form or survey, our system will automatically generate an opportunity based on the information provided.

This streamlined process ensures that opportunities are seamlessly created as contacts interact with your forms or surveys, minimizing manual data entry and enhancing efficiency.

By leveraging these capabilities, you can streamline your opportunity creation process and enhance engagement with your contacts through intuitive form and survey interactions.

Frequently Asked Questions

Q: Can I customize the opportunity fields added to the form or survey? 

• Yes, you can select from a variety of opportunity custom fields and configure them to suit your specific needs within the form or survey builder.

Q: How can I track opportunities generated through forms or surveys? 

• Opportunities created through forms or surveys will be logged and accessible within your opportunity management dashboard, allowing you to track and manage them effectively.

Q: Is there a limit to the number of custom fields I can add to a form or survey? 

• While there may be practical limits based on your specific use case, our platform supports adding multiple custom fields to accommodate diverse data collection needs.