March 28

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Introducing Opportunity Custom Fields for Forms& Surveys 🚀 🚀

By David Holland

March 28, 2024


Users can now include opportunity custom fields in forms and surveys, fostering better data collection. New features include configuring opportunity settings, creating pipelines, categorized dropdowns, and automated opportunity creation upon form submission. Simply access the builder, add custom fields, configure settings, save, and submit for automatic opportunity generation.

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