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Charles JenkinsAsked 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? -
Rhina JotForm SupportReplied on May 11, 2022 at 6:08 PM
Hi Charles!
Thanks for reaching out to Jotform Support.
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.
Looking forward to assisting you with this.
Thanks Charles!