Dana Coates
Dana Coates Member Posts: 20
First Comment
edited July 2023 in Sales CRM #1

It would be sweet if I could connect a web form to the CAPTURE OPTION in a Leadbooster card. 

EXAMPLE: the conversation gets to this question: Before I hand you off to a person, would you be willing to provide a bit of information?

Answer 1: Sure, I'll provide some info now - HANDOFF TO WEB FORM

Answer 2: I prefer speaking to the consultant now - HANDOFF TO LIVE CHAT OR ZOOM APPOINTMENT