- soilworxcaAsked on December 07, 2015 at 12:27 PM
This is project we have and trying to figure out a solution:
We have several sales reps. We have a list of clients. We expect each client to be contacted or visited at least once a month - it doesn't matter who visits or contacts them (any rep can do it).
We would like to have a quick form where :
a) Name of sales rep
b) A dropdown list of clients names. Rep chooses who they contacted or visited
The reps would fill out this form once per month.
We (admin) would like to collect all of these forms and put into a single spreadsheet or report, to see who was contacted, who was missed.
Do you have any ideas?
- JotForm SupportBDAVIDAnswered on December 07, 2015 at 12:43 PM
This is possible to accomplish, you can create an Excel report: https://www.jotform.com/help/101-How-to-create-an-Excel-Report
As well you can integrate with Google Spreadsheet: https://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet
If you need anything else please open a new thread, we will be glad to assist you.