topic Re: Forms for the Sales side in Sales Hub Tools

Forms for the Sales side

scotts — Wed, 19 Jul 2017 12:23:26 GMT

Everything I see for forms has to do with the Marketing side. I want to create a form on the sales side of things so everytime a new contact is created the form that needs filled out is there. This way the person taking the call knows all the information needed before it is passed over to the sales person. It would be nice to be able to print the completed form also. Is this possible?

Right now the only thing I see possible would be to create a massive amout of Deal properties, but there is no way to print that information.

Re: Forms for the Sales side

Phil_Vallender — Wed, 19 Jul 2017 16:37:31 GMT

Hi @scotts

In the CRM you can effectively customise the form that sales complete when creating a new contact by managing the properties that appear on the new contact screen. Details on how to customise that here: How can I set required fields for creating contacts, companies, and deals in HubSpot?

Other than taking a screenshot or exporting/printing a list of contacts with the right columns included, there's no real way to print this info out unfortunatly.

Hope this helps.

Re: Forms for the Sales side

KK88 — Mon, 01 Jul 2024 10:58:09 GMT

Same issue. Super frustrating.