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Carrot CRM – Create, Edit, or Delete Custom Opportunity Forms

johnpatrick   Written by johnpatrick    Last updated on

You can use the default Opportunity Forms within each Opportunity or you can create your own based on your needs.

For example, if you frequently do different types of real estate transactions (such as land buying, fix & flip, and wholesale), you can stay organized by using Opportunity Forms that are specific to each type of transaction. Opportunity Forms let you capture all the details and information you need to know to close the deal.

Under the Property Details of each Opportunity is a section to create your own forms to your specifications. You can sort them how you’d like, create drop down menus with your own criteria, add all of the fields you want, or have limited numbers of fields.

In this tutorial, we’ll cover:

Let’s get started!

Watch Our Opportunity Forms Tutorial

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. This video will walk you through how to customize the form fields in your Property Details.

About Custom Opportunity Forms

With custom Opportunity Forms, you’ll be able to create different forms that have their own set of fields that are specific to that form type. For example, you can create an opportunity form for land deals and instead of beds, baths, etc, you have fields for APN, acres, etc. You can also create calculation fields that can help you in your process.

Once you create a form it will change ALL forms throughout your Opportunities in each Team to the form that is selected. You can change your forms throughout as you wish without having to worry about data loss as the data will still be saved in the background. 

Custom Form Types

You can create a custom form from each menu within the Property Details menu. The Property (Information), Pricing and Details menus each have their own forms. Consider naming each form accordingly to the location you want it to appear, your Details Form can be added to the Pricing section for example so you may want to make it obvious that the Details Form you’ve created is named as such to avoid confusion. 

Create a Custom Opportunity Form

  1. Click Opportunities
  2. Click any Opportunity/Property Address to view the Opportunity

  1. Click Property Details
  2. Click the plus icon beside the Opportunity Form
  3. Enter the form name
  4. Click Use for This Opportunity if  you want to use this new form for the current location
  5. Click Create

Your new form will appear in the list of selections and if you selected Use for This Opportunity it will also switch to this new form. You’ll know what form it is using based on the checkmark next to the Form name. 

Edit an Opportunity Form

Once you have created your form you’ll want to customize it to your needs. Each form will automatically be created with the default form fields and can be adjusted accordingly. 

  1. Select the Form you want to customize from the dropdown menu
  2. Click ✏️ the Pencil icon to enter Edit mode

  1. To re-order your list click and drag the arrow icons to the left of each field
  2. To hide a field click ✏️ the Pencil icon to the right of the field and click the eye/View icon that appears and click the Save icon. Not all fields can be hidden such as the address fields.

  1. Add a field by scrolling to the end of the list and start by typing in the Field ID name
  2. Once you’ve typed the name in it will allow you to click Add Field
  3. To edit an existing field click the Pencil/Edit icon next to the field

8. After you make your selections be sure to click the Save icon next to the field(s) you have changed as well as the Save icon for the entire Form in the upper right corner. 

After you add a new field (or edit an existing field) you’ll have multiple various options of data you can add to your form. 

Placeholder/Label

This is the name of your Form Field which appears on each form inside the text box. You can use the entire width of the text box if needed to give a good descriptor of what information you want captured. 

Field Type

You can create sub-sets of static data to select depending on the Field Type selected. This gives you the control of keeping your data consistent throughout for reporting reasons or you can allow flexibility if that is not a concern. For example, a dropdown menu may be desired for the Property Type (Single Family, Duplex, Commercial, etc.) so that a user cannot add data in the field that no one else understands or misspells, etc. 

  • Standard Text Input – Textbox allows one line of manually typed text
  • Multi Line Text Input – Textbox allows unlimited lines of manually typed text 
  • Number input – allows only numeric content 
  • Email input – Allows regular text or an email address
  • Telephone Input – Allows for a phone number with area code and/or country code
  • Date Selector – Date input selection
  • Time Selector – Time input selection
  • Web Link – URL link 
  • Select control – this allows you to create a list of allowable selections for this field. Type each item in your list separated by a comma. 
  • Radio Group – this allows for a checkbox for the user to select certain criteria. Type each item in your list separated by a comma. 
  • Checkbox – this is for one single field that can be checked or left unchecked. The name added to the Placeholder/Label will appear next to the checkbox. 
  • Calc Field – to create an equation using basic math operations like add, subtract, multiply, and divide. Learn more about Calc fields

Delete an Opportunity Form

  • Click 🗑️ the trash can icon next to the opportunity form.

Set a Default Form

1. From any Opportunities > Property Details section you’ll see the Opportunity Forms section. From here you can select a new form to act as the default for all of your new leads. Keep in mind this is a default SET of forms. To see what forms are in the Form Set click on the Forms set and check the forms under each heading (Property, Pricing and Details). Click the Edit icon to the right of the Select Form field

2. Select the form you want to set as default for all new opportunities from the dropdown menu 

3. Check the box next to the form you want to use for this specific Opportunity 

The forms can be changed as you desire for each individual Opportunity after they are added so if you have different criteria for certain Opportunities you can change the form to reflect that.

Conclusion

With custom Opportunity Forms, you can create different forms with a specific set of fields relevant to different types of leads or business transactions, such as wholesale real estate investments or land buying. These forms help you capture all the Property Details you need to manage your leads and close more deals.

Learn More: