Opportunity Type Custom Forms

The Opportunity Type Custom Form is used to collect additional information needed for a workgroups Opportunities and will display on the Add Opportunity screen in the Opportunity Details section when the “Add” button is clicked in the Opportunity section of the Edit Profile and Sales Update pages for a record.  Only one Opportunity Type Custom Form is allowed per workgroup.

To create an Opportunity Type Custom Form click on the “Add New Custom Form” button on the Custom Form list page. The Edit – Opportunity Form screen will display.

Form Name – This is where you give your form a name.  Enter text only.  Do not use punctuation or special characters in the form name such as ‘,?,!,#.  Use only numbers 0 thru 9 and letters A thru Z.

Response Page – This is typically not used for most Opportunity Forms as the form is filled out on the Add/Edit Opportunity screen.  However, the opportunity form can be set up as a lead entry form allowing submission directly from the forms direct link.  If you are using your form in this manner and you want the form submitter to be directed to a page different than the system default thank you page then you will add a fully qualified url here.  An example of a fully qualified url would be http://www.widgets.com/thankyou.html.  You must include all parts of the url for it to work properly.

Available as an Attached Form – Opportunities are not available as an attached form in the way a Supplemental Type Custom Form is.

Required when Adding New Records – Used to specify if when a new record is created thru the Add New Record functionality that the Opportunity form must be filled out.

Automatic Numbering – Used to automatically add numbers to each of your questions.

Update General Comments – This option is not available for Opportunity Type Custom Forms.

Spell Check Textarea Fields – This option will add the “Spell Check” option to textarea fields so that when the form is submitted all textarea questions will be automatically Spell Checked.

Date Format – This option allows Dates to be formated either as mm/dd/yyyy or dd/mm/yyyy.

Form Type – Displays the type of Custom Form you are creating.

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