Custom Values Form Sent

FOR INTERNAL USE ONLY


  1. Custom Values Form will automatically send when customer enters that stage in pipeline
  2. If you want to manually send form, give them this link: churchfuel.com/custom
  3. Once the customer submits the form, they will be tagged with beta_cv_received and Software Setup Status - Custom Value Form - Account Status will be marked “Completed”
  4. If they don’t automatically move to the next step, change the “Setup Status - Custom Value Form - Account Status’’ to “Completed” This should move them to their next step.

Gravity Form: https://churchfuel.com/church-fuel-software-custom-values/


Google Sheet with entries: https://docs.google.com/spreadsheets/d/1TKGFvlNpta2SlIQJDAy5bBJT0X3eZlw2Nl-BujIMFkk/edit?gid=0#gid=0

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