Hello! I’m a brand new Gravity Forms user. I’m trying to make sure I totally understand how this works before releasing it to the world.
I have created a basic form on a Wordpress website and enabled the Save & Complete Later function.
It’s a survey for our advertisers to use so we can build their profile page.
We want to have our sales team help complete the form for each of our advertisers. But this will mean a salesperson would be going into the same URL over and over.
Since I’m not exactly sure how Gravity Forms differentiates the users, I want to ask first, what is the best way to have them do this? I don’t want them to be overwriting any data.
Is it already set up to handle this by default OR should we have them create a user account and complete them that way?
Thank you in advance for your help!!