Phundex Forms are task forms that are already formatted for you. You may also want to see our FAQ on Phundex Forms (Predefined Forms). Please note the Phundex Forms can only be assigned to Internal Team Members to ensure control about standard information particular organisations and people.
These include:
- Basic Company Information
- Company Marketing Information
- Company Appointment
- Company Contact
The Basic Company Information Form includes a number of areas for information about a company, some of which can be pulled automatically from our company search provider.
The Company Marketing Information Form allows to you add details about a companies marketing platforms such as LinkedIn, FaceBook, Instagram and Twitter
The Company Appointment Form allows you to add information about Directors, Company Secretaries, and Officers of Companies as well as other key people. You can complete the information for a particular company or choose to use the form to gather information about a person's appointments across multiple organisations. Once you have completed details for the first person, click on Add Appointment for new appointment details.
