Here's what I'm envisioning: A separate dashboard where we can view all
C
Charles Jenkins
Asked on May 11, 2022 at 2:04 PM
Here's what I'm envisioning: A separate dashboard where we can view all of our form submissions (applications, contact form, product waitlists, demo sign-ups). We would like to assign reps and attach notes that are easily accessible/viewable on the contact's page. Is this possible? Will be submitting a support ticket to see if what I'm envisioning is possible. Or perhaps there's a better way to accomplish this? All of our forms are currently in Jotform and our reps are using a Google Sheet to view submissions. They're unable to make edits to the sheets without resetting the integration. Any ideas on how to make this easier for them?
Below are the functionality for the integration with Salesforce
Use this integration to
Add new company leads
Add new contacts
Add new accounts
Connect any custom object
Unfortunately, creating a separate dashboard is not currently an available functionality. Before we submit this feature request, can we ask for a screenshot of exactly what you want to achieve so that we can better understand the requirement and possibly share it with our developers? If possible please send us a short clip.