Trying to create a form that displays all active deals for that contact and allows them to update some fields.

Trying to create a form that displays all active deals for that contact and allows them to update some fields.

I will explain what I am trying to do even further.

So we have a deals module and in our CRM there are around 60 Franchisee Owners. Each deal is attached to a Franchisee Owner and are in certain stages (example: Appt Scheduled, Deal Lost, etc.). I am trying to build a form that displays the Company Name. Contact Name, and Created Time of the Deal (these are all fields in Deals Module) and allows them to update two fields (Notes and Status) then submit the information back. The end goal is to mass email each Franchisee Owner the link to the form where they will see all of their active Deals. Does Zoho Forms work like this in that it can lookup the  Franchisee Owner and display their Deals when they access it or is there another app that can help me accomplish what I am trying to do.


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