Creating opportunities for your contacts doesn't have to be a manual or time-consuming process. By adding opportunity custom fields to your forms and surveys, you can automate opportunity generation and ensure the CRM does more of the heavy lifting. This guide walks you through the setup and answers common questions to help you get started.

Access the Form or Survey Builder

Navigate to the Sites section in the CRM. Open the Form or Survey Builder to begin.

Within the builder, click on the Add Form/Survey Element, the "+" icon, to access Custom Fields.

Select the Opportunity Category

Within Custom fields, use the dropdown to choose the Opportunity category and access the custom fields related to opportunities.

Add Desired Opportunity Custom Fields

Drag and drop the opportunity custom fields you want to include in your form or survey. If you haven't created an Opportunity custom field yet, select the "Add" button to create one.

To configure any additional opportunity settings, such as default values or required fields, select the Edit Opportunity Settings option.

In the popup, adjust any settings to match your requirements.

Save the Form or Survey

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

What Happens After Submission?

When a contact submits a form or survey, the system automatically generates an opportunity based on the information provided. This reduces manual data entry and ensures every potential lead is captured accurately.

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.

FAQs

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, the CRM supports adding multiple custom fields to accommodate diverse data collection needs.