📝 Forms

3sigma CRM's web app allows you to create fully customizable forms, similar to Google Forms, for capturing a variety of information, such as new leads, sales inquiries, feedback, or even payments. These forms can be easily shared as links, making it convenient for you to collect data from customers, prospects, or team members. The information collected is automatically mapped to your CRM, streamlining your workflow. Below, we’ll explore the fields available, how to create a form, and the different use cases.

Fields Available in 3sigma CRM Forms 🛠️

When building a form, you can choose from several field types to suit your needs:

1. Text Field 📝

   • Collect basic information like names, addresses, or descriptions.

2. Amount Field 💰

   • Capture numeric values such as sales amounts or costs.

3. Date Field 📅

   • Record important dates, such as follow-up or service dates.

4. Time Field ⏰

   • Track specific times for appointments or deadlines.

5. Address Field with Google Maps 🌍

   • Enter addresses and integrate them with Google Maps for easy navigation.

6. Options Dropdown 🔽

   • Provide a single-select option list for categories like lead sources or service types.

7. Multi-Select Dropdown ✅

   • Allow users to select multiple options, useful for services offered or product preferences.

8. Number Field 🔢

   • Capture quantities, phone numbers, or other numerical data.

9. Payment Field 💳

   • Collect payments directly through the form, making it convenient for both you and your clients.

10. Conditional Field 🔄

    • Set up flexible conditions to navigate users through the form based on their responses, ensuring relevant information is collected efficiently.

11. File Upload 📂

    • Allow users to upload documents, images, or other files, which are stored securely in the CRM.

How to Create a Form in 3sigma CRM 🛠️

Follow these steps to create a form:

1. Access the Forms Section

   • Log in to the 3sigma CRM web app.

   • Navigate to the Forms section from the menu.

2. Create a New Form

   • Click on the Create Form button.

   • Enter details such as the Form Name, List (category or type of form), and a brief Description of the form’s purpose.

3. Add Fields

   • Choose the fields you need from the options available (text, date, dropdown, payment, etc.).

   • Set up any Conditional Fields to customize the user experience based on responses.

4. Save and Publish

   • You can save the form as a draft if you need to make further adjustments later.

   • Once finalized, Publish the form to make it available for use.

   • The form will generate a shareable link that you can send to clients or prospects.

5. Sync Leads Automatically

   • When a form is filled out and submitted, the data is automatically synced to your CRM as leads. If you need the data to sync immediately, force a refresh by logging out and logging back in.

Note: This feature is only available through the web app, and the forms you create are synced automatically across your team’s accounts. If changes aren’t appearing immediately, you may need to force logout and log back in to sync the updates.

Use Cases for Forms in 3sigma CRM 📋

1. Sales Inquiries

   • Collect details about new leads, such as contact information, service requirements, and budget estimates. Conditional fields can be used to show relevant questions based on the services the lead is interested in.

2. Customer Service Requests

   • Use forms to collect feedback on services, log customer support tickets, or schedule service appointments. The payment field can be added to collect deposits or service fees directly.

3. Client Feedback & Surveys

   • Create feedback forms to gather insights from clients, such as satisfaction ratings or suggestions for improvement. Multi-select and dropdown fields help you categorize responses efficiently.

4. Event Registrations

   • Set up forms for event registrations, capturing attendee details, and even collecting payments for tickets or fees.

Conclusion

3sigma CRM’s customizable forms are a powerful tool for capturing data and streamlining your business processes. With a variety of fields and flexible conditional options, you can create forms tailored to your specific needs, whether it’s for sales, customer service, or feedback collection. Start using forms today to automate your lead management and enhance your customer interactions! 🌟

For further assistance, access our support through More > Get Help in the app.