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:

• Protect sensitive customer information
• Ensure compliance with data protection regulations
• Create role-specific access to certain forms
• Maintain data integrity across the organization

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• Archive outdated forms while preserving historical data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. The intuitive builder allows for:

• Multiple question types (text, multiple choice, checkboxes, date/time, etc.)
• Required and optional fields
• Ability to create multiple sections to easily break up the content

Part 4: 📥 Form Submission (Mobile Only and not currently available.)

Reps can access, fill out, and submit forms directly from the SalesRabbit+ Mobile App. Submission details will be tracked in the Lead Activity. This mobile-first approach delivers:

• Real-time data collection in the field
• A quicker way to populate information by auto-populating data that is already available on the lead

Pro Tips

• Note: 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!