![]() The contacts template also can store social networks like LinkedIn, Instagram, and Facebook. Date: Add dates like deadlines to ensure you never drop the ball. ![]() Text: Add textual information (addresses, names, and keywords).Phone: Call your contacts directly from.Email: Email team members and clients directly from your board.Status: Get an instant overview of where things stand.The most popular columns for this template include: The contacts template & form makes it super simple to organize each lead with contact information, eliminating duplicates. If you don’t have a great system to keep track of your leads and contacts, you will not see the complete picture. Work Requests: Service requests of other teams in your organizationĬontact: The contact template helps your team manage all contact information in one secure place so you can stay up-to-date with all your deals.įirst, contact management is so important to any great CRM.Order: Streamline all relevant order information using this customizable form.Job Application: Manage job applications and record contact information from candidates all in one place.Contact: Easily collect new leads by embedding this form on your website.You can use templates and boards to create just about any form you can imagine.Ī few of our more popular form-related boards include: Then, with a few clicks, you can generate a form based on that board and share it with your clients (by link or by embedding it on a website).Įach response will create a new item on your board. Instead of receiving all client information and wasting precious time and resources inputting that data into the platform, use forms!įorms are generated based on your board.įirst, create a board - one that has the columns and fields that make the most sense for your project. Here is a short video explaining the ins and outs of forms:Īs with all things, we’ve built something that saves you time and effort. That last part - without coding - is what makes our forms stand out. We built an intuitive form creator to generate web forms and collect data without coding. Forms are an integral part of any website and play a crucial role in day-to-day work and workflows. ![]() What is a form?Īs the visual platform that manages everything, the Work OS helps teams plan, organize, and track all work in one place. This article will discuss the various forms available and share how integrates with your current forms. Yet while all forms collect information and data, not all forms are created equal. And if you are doing any type of business online (you are, right?), you WILL 100% need to incorporate forms into your website. (As I type this sentence, I’m watching as the person next to me is filling out a form. Want to contact someone on the sales team? Fill out a form! Looking to schedule an appointment at the Apple store? Fill out a form! Need a new sweater for the holidays? Fill out a form! ![]() Sometimes called online forms or webforms or HTML forms, “forms” are webpages that have various input fields to collect data. If you do anything online these days, you are likely to encounter forms. ![]()
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