How do I use forms to create opportunities without a contact on Tekmatix?

• Add Object Fields. Choose Opportunity, Company or any custom object, then add its fields to your form.
• Association label. When you add a second object, you choose how the two records link, such as Business, Primary Company or Listing. These labels come from your association settings.
• Set up this opportunity. For opportunity forms, you choose the pipeline, stage, status and opportunity value for every submission.
• On submit. Both records are created and linked with the label you chose. Opportunities land in the stage you picked, with the source set to FORM.

No more placeholder contacts. You don't need to invent a contact just so a deal or company can exist. Your contact list stays clean.

Deals land in your pipeline straight away. A quote request goes directly into the right pipeline and stage, ready for your team to follow up.

Records arrive already linked. When a form creates two records, they're connected with the right label, so nobody has to link them by hand.

One form does the work of several steps. Instead of a contact form plus manual record creation and linking, one form handles it.

• A pipeline and stages set up for the opportunities your form will create.
• Any companies or custom objects you want the form to create, already set up in your account.
• The association labels you need, created in Settings, then Objects, then Associations, before you build the form.
• A clear idea of what you want each submission to create: one record, or two linked records.

1. Open your formGo to Sites, then Forms, and open or create a form. Remove the default contact fields.
2. Add object fieldsClick Add Object Fields, choose Opportunity or Company, and add its fields. If your form has opportunity fields, Opportunity Name is required.
3. Add a second record (optional)To create two linked records, switch the object dropdown to Company or a custom object, and add its fields. In the pop-up, choose an association label and click Save. Skip this step if you only want an opportunity.
4. Set up the opportunityClick Opportunity Name, then Edit Opportunity Settings. Choose the pipeline, stage, status and value for each submission.
5. Save and shareSave your form and share it. You can track entries under Submissions.

• Opportunity Name is required. Any form with opportunity fields needs it.
• The value comes from your settings, not the form. The opportunity value is set in Set up this opportunity. If you want visitors to enter an amount, add an opportunity custom field, such as Proposal Amount.
• Create your labels first. Association labels need to exist in Settings, then Objects, then Associations, before you can choose them in the form.
• It's still in beta. Features and options may change as it rolls out.

1. Turn quote requests into deals. Build a quote request form with opportunity fields only, and send every submission straight into a "New quote" stage in your pipeline.
2. Let partners register deals. Use an opportunity and company form so referral partners can register a deal and the business it's for in one go.
3. Capture property or asset enquiries. If you track properties, vehicles or equipment as custom objects, use an opportunity and custom object form so each enquiry creates the deal and the item together.
4. Collect business details without a person. A company and custom object form works well for things like commercial lease enquiries, where the business matters more than the individual.
5. Capture the amount properly. Add an opportunity custom field like Proposal Amount or Budget to your form, so you see what the visitor expects to spend.