Sales - Sales inquiry
This is what the template looks like as a data form.
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We show you how to import this template here:
Data Forms templates - How to export and import templates | Import templates
{
"id": "evolu.software-sales-inquiry",
"name": "Sales inquiry",
"description": "",
"metadata": {
"created": "2021-01-01T01:01:01.000+0000",
"updated": "2022-08-15T01:01:01.000+0000",
"creator": {
"id": "evolu.software"
},
"updater": {
"id": "evolu.software"
},
"template" : {
"id" : "${tid}-${uuid}",
"name" : "Customer success story ${yyyy-mm-dd}"
},
"version": 2
},
"section": [
{
"id": "general",
"name": "Sales inquiry",
"description": "You are interested in what we have to offer? Let us find the perfect product for you.",
"field": [
{
"id": "name",
"name": "What's your name?",
"description": ""
},
{
"id": "products",
"name": "Which of our products are you interested in?",
"description": ""
},
{
"id": "details",
"description": "Tell us a bit more about what you’re looking for so we can find the perfect solution.",
"name": "More details"
},
{
"id": "phone",
"description": "",
"name": "Let's talk about it on the phone, what is your phone number?"
},
{
"id": "date",
"description": "",
"name": "What day are you available for a call?"
},
{
"id": "email",
"description": "",
"name": "Just in case we can't reach you, what is your email address?"
}
]
}
],
"data": {
"name": {
"type": "text",
"value": ""
},
"products": {
"type": "select-multi",
"allowedValues": [
{
"name": "Email",
"lozenge": {
"appearance": "removed",
"bold": true
}
},
{
"name": "Telephone",
"lozenge": {
"appearance": "moved",
"bold": true
}
},
{
"name": "Event monitoring system",
"lozenge": {
"appearance": "success",
"bold": true
}
},
{
"name": "Intranet portal",
"lozenge": {
"appearance": "success",
"bold": false
}
}
],
"value": []
},
"details": {
"type": "markdown",
"value": ""
},
"phone": {
"type": "text",
"value": ""
},
"date": {
"type": "date",
"value": ""
},
"email": {
"type": "text",
"value": ""
}
}
}
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