Form Mangement

Article Overview 

The new Forms functionality in SalesRabbit+ revolutionizes how sales teams collect, manage, and utilize field data. This powerful feature streamlines the information gathering process, improves data quality, and enhances overall team efficiency.

TIP: This feature is only available on Pro Plans and above.

Part 1: 🔐 Form Permissions

Admins can control who can create, edit, and access forms across the organization, ensuring data security and appropriate access levels for team members. This granular permission system allows organizations to: ensure compliance with data protection regulations, create role-specific access to certain forms, and maintain data integrity across the organization.

• From the SalesRabbit Web App, navigate to "Settings" -> "Roles & Permissions" -> select the "Role" whose permissions you'd like to edit -> enable the "Manage" for the Manage Forms permission.
• If making changes to an existing role, don't forget to click "Save" in the bottom right corner.

Part 2: 📝 Form Management

A dedicated page allows admins and managers to create, edit, and track their workspace's forms. This centralized management system enables teams to:

• View all available forms in one location
• Quickly edit or update existing forms
• Duplicate successful forms for new purposes

• Archive outdated forms while preserving historical data

  

Part 3: 🛠️ Form Builder

Users can build custom forms with various field types to ensure they are collecting the appropriate information.

• To create a new form, click the "Create Form" button in the top right corner.

• Perform the following actions to create your form:
  • Title: name the new form.

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  • Description: provide an (optional) description for the form's intended use.

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  • Lead Fields: click to add a lead field(s) to the new form. These fields will auto-populate with the information that was already saved on the lead (if it exists).

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  • Custom Fields: click to add a custom field(s) to the new form. These fields will auto-populate with the information that was already saved on the lead (if it exists).

    • 

  • Form Fields: click to add a form field(s) to the new form. These fields live exclusively on the form and will need to be filled before submitting the form. The name and content within a form field can be edited on the form itself.
    • Form field types include:
      • Text, Email, Number, Currency, Dropdown, Toggle, Date, Time, Date/Time, Phone Number, and Message fields.

    • 

  • Pro Tip: fields that have been added to the form can be selected and edited.
    • Options to edit include the "Label", the field "Type", and marking a field as "Required". Required fields will then be indicated with a red asterisk.
    • Click either "Save" or "Save & Publish" to apply changes made to an individual field.

      • 

• Click either "Save" or "Save & Publish" to apply any changes that have been made.
• A completed form will appear like the example below.

• Pro Tip: "Sections" can also be made on a form for a more concise and clean presentation/separation of information.

Part 4: 📥 Form Submission (Mobile Only)

Reps can access, fill out, and submit forms directly from the SalesRabbit+ Mobile App. Submission details will be tracked in the Lead Activity. Submitting a form can only be done from the mobile app.

• From the SalesRabbit mobile app, navigate to "SalesHub" -> select on an existing lead to submit a form for -> click the "Details" button.

• Within the lead's "Details", navigate to the "Forms" tab at the top -> select the form to submit.

• Details from the lead should auto-populate on the form. Ensure the required/necessary fields are filled out. Adjusting information on the form's fields will also update the general lead's information.
• Click "Submit" when the form is complete.

• If a form has been submitted on a lead, it will be listed as "Submitted" under the "Forms" tab within the lead's details.

• Pro Tip: forms can also be quickly navigated to by selecting the "Forms" tag on the lead card from the SalesHub Map:

Pro Tips

• Currently you can only submit form data and have it attach to a lead. Forms will be the driving factor for integrations and automations for our customers. This functionality is coming soon!