Form Template for Sales People

As a sales person, you’re constantly trying to find new prospects. Let some of these new prospects come to you and instantly be added into your CRM with our new forms tool. Simply add a link to your company’s website or to the marketing newsletters your team sends out that lets someone express interest in your product or service. Then, once they fill out the form, they’ll instantly be added as a prospect to your CRM.

And the best part is, the form tool works seamlessly with the fields you already have in your CRM. So when someone fills out your form, a new contact or company will be created, along with corresponding fields. Navigate to the forms section under settings to get started.

Before we dive in to a specific form for sales people, here are some basics about the forms tool you should know:

• You will build your form out of fields in your CRM. You can also choose to create forms with questions that do not link to a field in the CRM but most of the time, the big advantage of the forms feature is the ability to easily create contacts, companies, and pipelines when someone fills out your form.
• Forms are a tool to create new records, rather than update existing ones. So this feature is best to use for brand new prospects and clients, rather than existing ones.

Let’s start by adding in the very basics - name, phone, and email. These fields will be useful for almost any industry, not only sales.

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Next, let’s add some fields that will be particularly useful for sales people. Depending on what you are selling, you might have a custom checkbox field listing all of the products you sell. This would be a great addition to your form, giving prospects the chance to express interest in particular products. You also might want to include your “source” custom field on this form, to understand where a particular lead found you. Including a general textbox area for customer needs could also be useful - that way, customers will have a place to enter any special requests.

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Now, some of the wording here makes sense internally, for example “Requests from customer.” But it isn’t the most friendly for the leads you are sending this form to. So let’s change some of the form question wording. Any changes I make on this form won’t change the names of fields in the CRM - it will just change the name of the form questions.

This new version is going to save the exact same information to my CRM, I just changed the language slightly so that my prospects see something different on their end. I changed my “Requests from Customer” field to say “Do you have any special requests or needs?” on my form, as seen in the screenshot below. This data will still be mapped back to the “Requests from Customer” field when a prospect fills out information.

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I can further personalize the form by adding my logo, company name, and even a branding color on the company branding settings page.

Take a look at the finished product below, with my company name, logo, and preferred color choice. I’ve also adjusted the text to make it easier to use for my prospects.

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Let’s say a prospect, Jennifer fills out the form, as seen below:

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When Jennifer fills out the form, I’ll receive an email notification notifying me and also showing me the filled out form:

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That form will turn into the following contact record, with a pipeline automatically attached, as well as the full form for your reference. As you can see in the screenshot below, any relevant fields or custom fields were filled in automatically.

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Eliminate data entry time with this new form tool. Give it a try today! If you need some additional help, please send us an email - we can help you set up your own forms, tailored to your needs. We would be happy to help.