This is a sales funnel that has many features including call logs, action and follow up filters, sales funnel step filters.
Let me know if you have any ideas.
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Here’s the latest version, you know how these things take on a life of their own as you use them. See what you think. There is a bug in Tapforms that will stop the call log form coming up, just use the back arrow and then double click on the line entry in the call log table.
I also added my company logo to the forms, because I thought it looked cool.
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Thanks for updating your form Matty. I have fixed this bug with adding records to linked forms. I’m just waiting for Apple to review it.
Thanks!
Brendan
HI, I tried to view the attachments, but I just get a couple pages of gibberish, or maybe it’s code. would love to see how to get a company logo on the forms for printing and work orders.
thanks
Hi Pamela,
Try right-clicking on the link to the attachment and select the Download option.
Thanks!
Brendan
Very Cool! Thank you for this!
I tried to right click on the opportunity.tff file but dont have a download option. Ive tried to cut and paste the garbage that shows in a file into text edit then appending the .tff to the end but that didnt work either.
Can someone advise how to download these attachments.
ty
firefox didn’t offer a download option but safari did. problem solved.
Thanks for this template.
Planned to use my Sunday morniong watching videos to find out how to make this project.
Instead I am filling the database.
Great job!
Today I started with this template. Absolutely great.
I added 1 extra search.
I created a field “next steps” with a date.
My search is: find “next steps” with value this week.
And voila (that is French for “there you are”)a list of all TODO’s for next week.
.
