With Sellsy's website add-on, you can create landing pages or forms using custom fields.
Your customers / prospects can directly qualify their needs (Contact, CRM, Support) and their profile information simply by filling in the form ..
To do this simply create a custom field by clicking on Settings> Data > Custom Fields
Then specify that this field should appear on your Sellsy website:
You can now specify usage for the field.
Note: use depends on the type of form that you will create. For example, support type fields will only be displayed on a support form.
- Prospect / client qualification:
(Both must be checked to link the prospect/client with Sellsy landing pages)
- CRM opportunities:
- Support Ticket:
When you edit a contact, CRM or support form, you will find fields that you have provided for this purpose in the Form Editor.