Sales Funnel

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  • April 23, 2014 at 11:15 AM #9717

    Matty Rubenstein
    Participant

    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.

    Attachments:
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    April 24, 2014 at 9:27 AM #9719

    Matty Rubenstein
    Participant

    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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    April 24, 2014 at 12:13 PM #9721

    Brendan
    Keymaster

    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

    May 5, 2014 at 4:39 PM #10027

    Pamela
    Participant

    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

    May 5, 2014 at 8:46 PM #10031

    Brendan
    Keymaster

    Hi Pamela,

    Try right-clicking on the link to the attachment and select the Download option.

    Thanks!

    Brendan

    May 19, 2014 at 12:46 PM #10171

    Raimo Karhunen
    Participant

    Very Cool! Thank you for this!

    February 22, 2015 at 8:23 AM #13001

    t fullerton
    Participant

    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

    February 22, 2015 at 8:53 AM #13002

    t fullerton
    Participant

    firefox didn’t offer a download option but safari did. problem solved.

    May 17, 2015 at 1:50 AM #13736

    René van Glabbeek
    Participant

    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!

    May 17, 2015 at 6:31 AM #13739

    René van Glabbeek
    Participant

    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.

    January 28, 2025 at 4:12 PM #51583

    CreativeGal
    Participant

    I am having difficulty viewing this file too. I can download it fine, but when I open it, it is just gobbledygook like other have said. My only options to open it are: Text Edit, Archive app, or notes. I am on an iMac

    Is there a tutorial on using / loading temples within Tapforms?

    January 28, 2025 at 11:15 PM #51587

    Brendan
    Keymaster

    You need to use the Import Form Template command in the File menu to import a .tff file.

    January 29, 2025 at 6:15 AM #51590

    CreativeGal
    Participant

    Thank You, Very useful. I was able to import it into Tapforms.
    File > Import> File Template

    • This reply was modified 2 weeks, 6 days ago by CreativeGal.
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