Once all the fields in your form have been filled in and the first fills have been received, you can click on the name of the form to see the responses received. If the required fields are included in the form, you can generate a lead or ticket from it. In order to generate a ticket and/or a lead from a fill in a form, the form must have 2 mandatory fields with a fixed name: "E-mail address" and "Comment". In addition, the form can have "Phone number" and "Full name" fields, which will help you to automatically add the details of the new contact created based on the email received from the form. If you do not already have such a contact in your system, you can assign the appropriate contact person after automatic upload.

You can organise the form according to the information that is important to you, or you can offer options next to the fields to fill in (for example, whether you want a 1 or 2-hour consultation). You can also specify fillable text boxes to request longer content. If you need a CV or some other material to upload, you can also request it by inserting a file attachment field.

In addition to the ticket and lead, you can also create a task from the offer, which can be issued to the employee immediately. You can also create an offer. The products and services included in the offer can all be managed in the product manager, which is part of the project management system and can be linked to the webshop. The product manager has all the capability needed to manage products, such as: stock, receiving. The pdf that goes out as an offer fits the company's image and once created, you can see immediately the format it goes out in. Once accepted, it will be placed in the orders section, from where it can be used to issue a project and a worksheet. Several individual forms can be created independently of each other.