Web Forms Should allow for Org Lookup
Josh Monifi
Member Posts: 137 VERIFIED MEMBER
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record.
Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of the Orgs in the CRM?! Then the staff member would select from the list if it existed already!
Thanks!
Tagged:
1