Using Forms and Surveys with Custom Opportunity Fields
Incorporating opportunity custom fields into forms and surveys is a game-changer for data collection. This feature enables users to gather opportunity-specific information seamlessly, optimizing the efficiency of tracking and managing opportunities. How-to Steps: Benefits: Pro Tips: FAQ/Use Cases: This feature’s integration allows for a more organized and automated approach to handling opportunities, significantly enhancing your […]
Adding and Using Products in Forms
You can now seamlessly add products to your forms, offering improved customization and layout options for a better user experience. Key Features Getting Started Before you begin, ensure you have a product created in the products section under the payments tab. If not, navigate to Payments > Products > Create a Product. How to Add […]
How To Build, Edit And Utilize Surveys
Surveys are a great way to capture information for new leads and many other aspects of your business. Understanding how to use the survey builder is critical to using Infinite Sales best to customize it for your business needs. It is essential to note the survey and form builders function similarly, but there are some […]
Form Customization & Styling Options
Customizing forms can significantly enhance their visual appeal and functionality. With Infinite Sales, you can easily personalize your forms to align with your branding and improve user engagement. This article provides a comprehensive guide on how to use the form customization features effectively. How to Use Form Customization Features 1- Access the Form Builder 2- […]