Tap Forms – Organizer Database App for Mac, iPhone, and iPad › Forums › Tap Forms Template Exchange › Sales Funnel
- This topic has 12 replies, 7 voices, and was last updated 2 weeks, 6 days ago by
CreativeGal.
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April 23, 2014 at 11:15 AM #9717
Matty RubensteinParticipantThis 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:
You must be logged in to view attached files.April 24, 2014 at 9:27 AM #9719
Matty RubensteinParticipantHere’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.
Attachments:
You must be logged in to view attached files.April 24, 2014 at 12:13 PM #9721
BrendanKeymasterThanks 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
PamelaParticipantHI, 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.
thanksMay 5, 2014 at 8:46 PM #10031
BrendanKeymasterHi 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 KarhunenParticipantVery Cool! Thank you for this!
February 22, 2015 at 8:23 AM #13001
t fullertonParticipantI 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 fullertonParticipantfirefox didn’t offer a download option but safari did. problem solved.
May 17, 2015 at 1:50 AM #13736
René van GlabbeekParticipantThanks 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 GlabbeekParticipantToday 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
CreativeGalParticipantI 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
BrendanKeymasterYou 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
CreativeGalParticipantThank 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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