Deal and ticket forms

New opportunity and new support ticket work like Quick Entry — a fixed core, blocks opened by the template, a quick panel from any page, sector presets and assignment rules.

The new opportunity and new support ticket forms work like Quick Entry: template tabs on top, a core that stays the same in every template, and blocks below that open with the template or wait as chips. The template brings the type, starting stage and close window for a deal, and the ticket type, priority, resolution time, category and assignment for a ticket. Sales reps only see what the job needs; the summary on the right shows what will be created before you save.

The forms adapt to every sector: 13 sector presets bring the Quick Entry, Opportunity and Support templates together, along with lists and extra fields when needed.

New opportunity

+ New Opportunity on the opportunity list, + New sales opportunity on the board, + Project on a company page, or + New → Opportunity on phones.

The line under the title shows the stage the deal opens in. With stage rules on (BANT, required steps) a deal always opens in the first stage; with them off the template's starting stage is used. Pipeline

Edit opportunity opens the same form: blocks with values are open, and the first-tasks and trial blocks aren't shown when editing. Closing a block in the form doesn't clear the stored value — only the blocks you send change.

New support ticket

Support tickets → + New support ticket, Open a support ticket / + Ticket on a company page, + Ticket on a deal page, or + New → Support ticket on phones.

The resolution target is the priority's standard time (Settings → Stages → Support ticket resolution target; by default Urgent 4 h, High 24 h, Normal 72 h, Low 7 days). A template can carry its own time (e.g. Breakdown report · Urgent · 8 h); if the rep picks a different priority than the template's, the priority's standard time applies.

Assignment follows the template's rule; picking an assignee by hand skips the rule:

A chip block can open on a condition: priority is high or urgent (e.g. site visit), existing customer, the company has an open deal. On the ticket page extra fields and relationships have their own cards; Edit opens the same form.

Quick panel

Any new-deal link on any page (+ New Opportunity, + Project …) or new-ticket link (+ New support ticket, + Ticket …) opens a short panel from the right (from the bottom on phones): template chips, company and 4–5 fields.

• Opportunity: company, deal name, estimated value, expected close, owner.
• Support ticket: company, contact, subject, priority, what happened.

The panel applies the template's open blocks and defaults (first tasks included) by itself; if one of the template's required blocks stays empty the panel warns you — use Go to the full form to fill it in. Go to the full form carries what you've typed to the full page. Esc closes the panel; Ctrl / ⌘-click opens the link as the full form in a new tab.

Templates

Admins edit templates under Settings → Forms. The tabs on top choose the form: Quick Entry · Opportunity · Support — the editor is the same as for Quick Entry templates: drag blocks between Open in form · Waiting as a chip · Off, set name, required, condition, visible fields and default values in the card settings, and the preview on the right redraws the form on every change.

A template with a Department opens first for users in that department (e.g. the Quality department starts with Quality complaint); otherwise the default template. When editing a deal, the template it was opened with is used.

On first use the templates follow the installation's sector. Older opportunity templates from Settings → Templates (field defaults and first tasks included) are converted to form templates and added to the list.

Lists

The form's drop-down lists are managed from cards on the same page: add items, remove them with ×, drag to reorder and Save. Reset to default returns to the original list.

• Opportunity types (Opportunity tab) — the type options on the deal form.
• Ticket types and Categories (Support tab) — at least one type is required; with an empty category list the form doesn't ask for a category.

Older values that are no longer on a list are kept on records and offered when editing.

Sector presets

Settings → Forms → Sector presets shows the sectors in three groups: general, manufacturing and services. Click a card (Preview and edit): that sector's three forms — Quick Entry, Opportunity and Support templates — open in the same editor; switch between forms with the buttons on top. Nothing is saved before you install.

Template names appear in Turkish in the product. Each sector's Quick Entry templates are in the Quick Entry › Sector presets table.

With Also install lists and extra fields checked (the default) the sector's opportunity types, ticket types, categories and topics are installed too, and missing custom fields are added — e.g. Part no, Annual volume, SOP date, Defective quantity for automotive; Machine serial no, Machine status, Under warranty for machinery; Origin, Destination, Transport type, Bill of lading / waybill no for logistics. Existing fields are left untouched.

• Install all (n templates) — your edited set replaces the existing templates in all three forms.
• Add this template to my templates — only the open template is added to that form's existing templates (numbered if the name exists).

API and mobile

Mobile app 2.2 uses the same templates and blocks: + New → Opportunity and Support ticket, and + Project on a company page. For your own form: form configuration, company context and save with a template. /api/v1/me → caps.forms shows these endpoints are available.