Internal Forms | Voters

Internal Forms

Robert Presseau

When you finish a call you could just have a form pop up internally , and disposition the calls however you want to build it, which would trigger automation and tags on the back ground: example - Call disposition internal form it could show 5 different types of reasons why the client declined which when they click one it could help with reporting if you webhooked.

HIGHLVL-I-4134

July 17, 2021

David Lee-Schneider

What's stopping you all from doing this now? You can create a form and embed it anywhere? Even on internal pages? We use forms for many internal processes.

Andrew Amsing

ohhhh this!! this is what I need!

Brett Emery

It would be fantastic to have an internal forms feature, as it's something I've frequently used in other CRM systems and found immensely beneficial for ensuring accurate information is added to correct contacts. Unlike external forms, which require email and phone details for updates, internal forms offer numerous practical applications. Currently, 
I've devised a workaround by adding a folder to custom fields (essential the internal form), which appears as a toggle on the contact screen. I create a task for users to select the folder toggle in the contact view and complete custom fields, and mark an "Action Updated" field with a yes tick—a signal that triggers a workflow. Although this method functions adequately, having an internal form linked to the +Button would greatly simplify the process. 
Thanks for considering this feature, and thank you to everyone who has supported this idea with their votes.

Loren Gütinger

This would be very helpful

Allan Simmons

PLEASE do this, as someone who's moved over from Keap, and have loads of users of Infusionsoft waiting to move over as Affiliates and Saas clients, they will miss this function that they currently have inside my Infusionsoft offering.

Bobby Kuykendall

GHL, please add this feature.

Jeremy Maher

We really need this. The work around is so janky and surprised this isn’t available. Infusionsoft has had it for over a decade so not a new concept.

Brooke Haynes

We need this so badly. Every clients has asked for it.

Shanda West

Yes please! I've been trying to find a work around for this and it's been clunky at best.

Kevin Mogavero

I've reached for Internal forms so many times!!! Here is an example. 
I have a video editor, I want him spending time editing videos. When a video is complete and ready to review I have a 2 step process. 
Step 1. Add the video link to a custom field. 
Step 2. Move the opportunity to stage Needs Review. (Moving to this stage sends an email to the customer with the video link.)
How many times do you think my editor has done step 2 before step 1? If there was an internal form, it would just be a 1 step process... Fill out the form. The form would have a required field for the video link, and when they hit submit, it would move the opportunity to the correct stage.

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