One of the functionalities available on Deskera Sales enables you to create and customize a new form based on your preferences.
Form is the most effective way to gather information from your customers, prospects, employees, or even students. Forms are mainly used to send questionnaires to your customers, or when you're doing any surveys, contests, and also lucky draw prizes. It's used in every organization, for both internal and external purposes.
Creating a new form on Deskera Sales.
Follow the steps as mentioned below to create a new form on Deskera Sales:
- Log in to Deskera Sales.
- Click on the Assets button on the sidebar menu and select Form.
- Select the + Add Form Template at the top right of the page.
- Fill in the form template name.
- You can use the tools on the right-hand side of the page to design the Form based on your liking.
- Start creating the Form in tablet or mobile versions. By clicking on the laptop, tablet, and mobile icon at the top left of the screen, you can change switch the sizes of the Form accordingly.
- Once you have done designing the Form, click on the Save button.
Once the Form is ready, you can start sending them for your contacts in the system.