Forms are the perfect way for your reps to capture information and data on your clients.

Fill Out and Send Forms

1. Choose the place for which you wish to fill out the form from your list of places. 

2. Select the Form option and choose the Form

4. Fill out all the necessary fields on the form. Press the Submit button. 

5. If you want to email this form, please click the Submit and Send by Email buttons.

Results

The form will be sent to the Backoffice and be available for the Manager to see.

Note: There is a design difference on how the forms look like based on the fact if they were submitted as out of a store or as an in-store activity.

An out of store activity means that a rep has not visited a place and just submitted a Form without checking in to that place. Because of that, the Form is not shown as a box but is covering the entire screen and has a blue label on top.

A Form submitted during a visit to a Place looks like a box as all store activities.