Phone Close Forms
If your reps process payments manually, continue with this guide
How to use the forms
To access the forms and manage any sales or subscriptions created by them, simply go to reporting -> phone closing as shown below:
To create a new form to send to your sales agents, click “new form” in the top right corner.
Also, using this feature, allows users to create multiple phone closing links, as many as you want.
This way, you can set up a separate phone closing link for each team you want to share it with.
This will give you a form specific to your account, simply copy the URL and give that URL to your sales team. They can access this URL without logging in. Anytime they close, they just input the details as shown below and the sale will be matched with the correct lead inside hyros:
Note: The deduplication process of our Phone Close Forms also applies to sales coming from Integrations.
If a Sale is registered with a Phone Closing form and the same Sale event is sent from a payment processor within the established timeframe (3 hours before to 3 hour after), Hyros will automatically de-duplicate the event.
The sale from the integration will be prioritized and the sale from the Phone Close form will be disregarded.
