How do I start using forms in SuperOffice CRM?
If you are a SuperOffice CRM Online user, you can start using forms immediately and free-of-charge.
If you have SuperOffice CRM Onsite, you need to have at least a version 8.4, to get access to web forms. Check out this FAQ to learn how to upgrade your SuperOffice CRM.
The users of all SuperOffice user plans can:
- View forms submissions that were made available for the groups that a user is a member of.
- Process these form submissions.
- View all processed form submissions that are stored in a company's or contact’s activity tab.
Note! If you cannot see form submissions under the company´s section tab, they might be filtered out. The predefined filter “Other” is set to filter out form submissions and chat sessions.
The users with the Marketing or the Complete user plan are also able to:
- Create new and edit forms as well as create and manage form templates.
Note! The forms created by you can be managed either by everybody (all) or the users of the group you belong to.
- View the summary of a form's performance.
- View a form's report.
More information:
Article: New feature: Integrated web forms
SuperOffice blog article: How we used web forms to generate 100,000 business leads