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

Fill Out and Send Forms

1. From the Places tab, select the place where you want to complete the Form. Click the Check-In Icon to check into that place.

2. Click on Form. 

3. Choose the appropriate Form.

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

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, above the submitted form there's a message 'Out of Store'. 

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

Editing answers in mobile forms

You can now change your answers in a form anytime—even after you’ve submitted it.

If you update an answer that affects other questions, the form will automatically adjust and show the correct follow-up questions based on your new choice. You don’t need to redo the whole form.

All updates are saved and reflected everywhere your form data appears, so everything stays accurate.

This makes fixing mistakes or updating information much easier, especially in forms with conditional questions.

Available on Android and iOS.

Results

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