Creating opportunities for your contacts doesn’t have to be a manual or time-consuming process. By integrating opportunity custom fields into your forms and surveys, you can automate opportunity generation and ensure your CRM works smarter, not harder. This guide will walk you through the setup process and answer common questions to help you get started.
Navigate to the Sites section in your CRM. Open the Form or Survey Builder tool to begin.
Within the builder, click on the Add Form/Survey Element, which is the “+” icon to access the Custom Fields.
Within Custom fields, in the dropdown choose the Opportunity category to access specific custom fields related to opportunities.
Drag and drop the opportunity custom fields that you want to include in your form or survey. Also, If you have not created an Opportunity custom field, select the “Add” button to initiate this process.
To configure any additional opportunity settings as needed, such as default values or required fields, select the Edit Opportunity Settings option.
In the popup, ensure all settings are adjusted to match your requirements.
Once configured, Save the form or survey to preserve your settings and field configurations.
When a contact submits a form or survey, the system automatically generates an opportunity based on the provided information. This automation reduces manual data entry and ensures that every potential lead is captured accurately and efficiently.
Integrating opportunity custom fields into your forms and surveys isn’t just about data collection—it’s about creating a smoother workflow. You’ll spend less time managing details manually and more time focusing on nurturing leads and closing deals.
Q: Can I customise the opportunity fields added to the form or survey?
A: 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?
A: 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?
A: 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.
