Hi All,
Today, let’s dive into a powerful feature that enables you to customize your Lead and Opportunity forms in CRM As A Service. Tailoring these forms ensures your team captures the most important information, improving efficiency and accuracy when tracking your sales pipeline.
In CRM As A Service, it’s important to note that Leads and Opportunities share the same form. This unified approach simplifies data management across the entire sales process.
Let’s explore two ways a CRM Owner can configure the Lead/Opportunity form:
Configure Form in Settings
As a CRM Owner, simply go to Settings > Form Settings and choose Lead & Opportunity. From there, you can create new fields by clicking + New Field
Configure Form via Lead / Opportunity Page
You can also customize it via leads. Go to the Leads tab > select a lead > click the three dots next to Summary > Customize Field, and click + New Field to add your own custom fields.
Select Field Name & Type
Then you can set the field name and type—whether it's a combo box, date, time, or email.
For example, Megan, the sales manger, wants to systenstically track which competitors are involved and capture the specific business challenges that the client is facing.
Competitors: To effectively track competitors involved in the opportunity, Megan adds a custom field named Competitors. This field allows multiple selections from a predefined list of key competitors. Here’s how she sets it up:
Business Challenges: To gain deeper insights into the specific issues the client is facing, Megan adds a custom field named Business Challenges. This field utilizes a Text Area, allowing Megan to capture detailed descriptions of the client’s main pain points.
I hope you found this post helpful in configuring your lead and opportunity forms in CRM As A Service.
Have a great day!
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