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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.
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.
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.