Forms
- How to Track Rep Skills and Attributes in the Team Database (and set up your database with a rep survey)
- How to export content of filled out forms into an Excel or .csv file?
- How to send a link to a specific Form
- How to save your Forms as PDF documents
- How to edit a submitted form in the web portal
- How to find completed Forms in the web portal
- How to enable electronic signatures in your Forms
- What is the difference between the "Product Icon" and the "Barcode Icon" question types in Forms
- How to add Alerts to forms
- How to Use Multiple Choice Selections in Forms
- How to assign Forms to specific Places or Reps
- How to copy a Form
- What does Auto-fill on open in Forms mean
- How to add conditional questions and question groups to Forms
- How to create a new Form
- How to find where a certain answer was submitted through a form