Forms
- How to create a new Form
- How to deactivate Forms and hide inactive Forms (VIDEO)
- How to build the ideal form (VIDEO)
- Best Practices for Merchandising Visit Forms
- How to build a Form for Merchandising Visits (VIDEO)
- How to build a Form for Growth-based sales visits (VIDEO)
- How to build a Form for Data Gathering Visits (VIDEO)
- How to add conditional questions and question groups to Forms
- What does Auto-fill on open in Forms mean
- How to copy a Form
- How to copy a form (VIDEO)
- How to assign Forms to specific Places or Reps
- How to assign Forms to specific Places or Reps (VIDEO)
- How to have multiple selections in forms
- How to have multiple selections in forms (VIDEO)
- How to add Alerts to forms
- How to add your products to Forms
- How to arrange Forms in the mobile app (VIDEO)
- What is the difference between the "Product Icon" and the "Barcode Icon" question types in Forms
- How to enable electronic signatures in your Forms
- How to find completed Forms in the web app
- How to edit a submitted form in the web app
- How to send a link to a specific Form
- How to save your Forms as PDF documents
- How to send a link to specific Form reports
- How to export content of filled out forms into an Excel or .csv file?
- How to export your form information (VIDEO)