I just discovered that you can require a form to be filled out after a Task! How should I be using this?
Really great question! At ONTRAPORT, we heavily use internal forms and Tasks. Every time our Sales reps finish demoing our product, they complete a Task and fill out a form with the outcome. Some clients refer to these as "Form Pops" as they pop-up once a Task is complete.
To incorporate these in your business, create a new Task Message.
At the bottom of a Task Message, there's a section called "Include Form."
You can design a form (Smart Form or ONTRAform) with the fields you want populated upon Task completion.
Our sales team uses an internal form with fields such as "call result, requires follow-up?, Sales Rep Name, qualified? etc." As soon as the form is filled out, the answers are all merged into the Contact's information.
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Asked: 2016-04-19 11:36:56 -0700
Seen: 33 times
Last updated: Apr 19 '16