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Forms
Custom Forms – Types of Custom Forms
Custom Forms are forms that can be attached at the Record level, the Opportunity level and
Custom Form List Page
The Custom Forms page lists all the custom forms that are available for a particular
Custom Forms Design Page
LeadMaster let’s you create ‘Custom Forms’ that you can use for Data Collection and customize
Opportunity Type Custom Forms
The Opportunity Type Custom Form is used to collect additional information needed for a workgroups
Preview Custom Form
When you click on the “Preview” button, a new window will pop up where you can see
Custom Form Edit Page
The Custom Form Edit screen is comprised of several different parameter fields that allow you
Adding New Questions
Questions can be added to a section by clicking on the “New Question” link for
Label Type Questions
Label type questions are very handy in that they can be used to provide extra
Text, Encrypted Text and Text Area Type Questions
Below are the three screens for the different types of Text based questions. Each of