Guide: Incorporating Custom Opportunity Fields in Forms & Surveys

Welcome to an in-depth tutorial on integrating custom opportunity fields using our form and survey creation tools. By utilizing these customizable fields, you can effortlessly capture opportunities from your contacts in just a few steps. Below, we’ll guide you through the process and answer common questions to ensure a seamless experience.

Step 1: Access the Form or Survey Builder

Start by logging into our platform and navigating to the form or survey builder section. 

Step 2: Locate the Custom Fields Section

Within the builder, look for the option to add elements to your form or survey. From here, go to the custom fields section.

 

Step 3: Select the Opportunity Category

Choose the "Opportunity" category to explore custom fields specifically designed for capturing opportunity-related data.

 

Step 4: Add the Opportunity Custom Fields

You can now select the opportunity custom fields that fit your needs. If no suitable field is available, simply click “Add” to create a new one.

Step 5: Configure Additional Opportunity Settings

Next, adjust any additional settings for the opportunity fields, such as default values or whether they are mandatory. Customize these settings to align with your workflow. 

Step 6: Save Your Form or Survey

Once all your fields and settings are configured, save your form or survey to ensure everything is preserved. 

Step 7: Form Submission & Opportunity Creation

When a contact submits the completed form or survey, the system will automatically generate an opportunity based on the information they provided. This automation streamlines your processes, reducing manual data entry while increasing efficiency.

By incorporating these features, you can easily create new opportunities through interactive forms and surveys, improving both contact engagement and operational workflow.

Frequently Asked Questions

• Q: Can I customize the opportunity fields in my form or survey?
  Yes, you have the flexibility to choose from various opportunity-related custom fields, adjusting them to meet your unique requirements.
• Q: How can I track opportunities generated through forms or surveys?
  All opportunities created via forms or surveys are automatically logged in your opportunity management dashboard, giving you full oversight of their status.
• Q: Is there a limit to how many custom fields I can add?
  Our platform allows you to add multiple custom fields, though practical limits may vary depending on your specific needs.

This concludes our guide on integrating opportunity custom fields into forms and surveys. By following these steps, you can improve data collection and streamline opportunity creation with ease.