Custom Opportunity Forms per Pipeline
February 10, 2017 11:07
A CRM solution is only as good as its flexibility. This is also important for the data forms within the CRM software—no two companies are going to use the same fields, the same arrangement of fields, or even the same field names. Moreover, if your business requires to follow more than one sales process, you most likely need to manage multiple sales pipelines views. With Pipeliner CRM you can now customize opportunity form for each sales process you need. Learn more now:
About Pipeliner CRM Template Designer
With the Pipeliner CRM Template Designer, you can pick a form design, easily drag and drop fields, set up columns, name and customize fields, and perform other necessary functions to make Pipeliner CRM your company-specific CRM solution. It doesn’t require an admin or software engineer, either—anyone can do it.
How to Create a Custom Opportunity Form for a Sales Pipeline
#1: Define Your Multiple Sales Processes
In order to create a custom opportunity form in Pipeliner CRM you need to understand the concept of Multiple Sales Pipeline first. One sales pipeline represents a one single sales process within your business. Each sales process consists of different opportunity form i.e. you need to fill a different information into the opportunity form. Thus, in order to create a different custom opportunity form you need to first create a second pipeline!
#2: Using Custom Opportunity Forms for the Specific Sales Processes
In order to customize the opportunity form for your sales process follow these steps:
Pipeliner CRM Template designer auto-saves your changes on the server. However, you need to publish your changes in order to make it available to all your members on the desktop.
After you publish your sales custom opportunity forms, all your sales people will be able to use them within Pipeliner CRM desktop version. Below you can find a short intro video about the Pipeliner Template designer:
Customise Your CRM to Fit Your Business. [Video Tutorial]
Screencast: Play in a new window.