How to Customize the Deals Form Builder in WeekMate CRM
How to Customize the Deals Form Builder
Overview
The Deals Form Builder in WeekMate CRM allows you to customize the deal creation and edit forms to align with your sales process. You can add new fields, modify existing ones, rearrange the form layout, and remove fields that are no longer required.
By tailoring the deal form to your business needs, you can ensure your sales team captures the right information, maintains consistent records, and manages opportunities more efficiently.
Before You Begin
Before customizing the Deals Form Builder, make sure:
You are logged in to your WeekMate CRM account.
You have permission to access Settings and manage form builders.
You have identified the fields and layout required for your deal records.
Steps
Log in to your WeekMate CRM account.
Navigate to Settings.
Open the Deals Form Builder.
Add new fields, if required.
Edit existing fields as needed.
Rearrange the field order to organize the form layout.
Remove fields that are no longer required.
Review the updated form layout.
Click Save to apply the changes.
The customized Deals form will be available whenever you create or edit deals in WeekMate CRM.
Video Tutorial
Watch the video below for a complete walkthrough of customizing the Deals Form Builder in WeekMate CRM.
Overview The Contact Form Builder in WeekMate CRM allows you to customize the contact creation and edit forms to suit your organization's data collection needs. You can add new fields, modify existing ones, rearrange the form layout, remove ...
Overview The Accounts Form Builder in WeekMate CRM allows you to customize the account creation and edit forms according to your organization's requirements. You can add new fields, modify existing ones, rearrange the form layout, remove unnecessary ...
Overview The Web Forms feature in WeekMate CRM allows you to create and manage forms that capture information from customers and prospects. You can assign forms to a specific CRM module, customize their fields, and monitor submissions from a ...
Overview The Custom Modules feature in WeekMate CRM allows you to create modules that match your business processes. You can build new modules, customize existing ones, and modify their fields, sections, names, and icons to organize information ...
Overview The Pipeline Management feature in WeekMate CRM allows you to create and customize sales pipelines based on your organization's sales process. You can create multiple pipelines, update existing pipeline details, and modify sales stages to ...