Customer management on membership pages

[denneg]

I want to be able to set up pages/forms that collect customer data and can be either sent securely to a sales team member or accessed on Weebly/the website without the other sales team members being able to access it.  Is that possible? I thought about setting up membership pages for each sales member, but they can't access the form data.  A good CRM output would be ideal, either on Weebly or even if it was hosted by a third party (but very secure) site. 

Any ideas?!

[Adam7]

Hmm... If you're using our forms the only thing I could think of is having each form email a different email address. If someone is an editor of your site they will see form entries from other forms, though, I think.

If you use a third party CRM tool that provides embeddable forms, that might be a much better option since it will keep everything separated better for each team member.

[denneg]

That's my problem, I don't want team members to be able to access each others customer information, especially as a lot of it is secure.  I would love to be able to embed a google form that could be linked to their individial email address, since we have our email through Weebly and that would keep the customers information more secure than simply sending it via email.  That seems like the best solution, but I haven't figured out how to embed the form, so for now they are simply emailing a link to a google form.  If you have any suggestions about how I could embed them into a page I would appreciate it!

[Adam7]

Check the very last option on this page, @denneg:

https://support.google.com/docs/answer/2839588?hl=en

That should get you code that you can use with an Embed Code element on page.

[denneg]

Thank you, thank you, thank you!!