Hi everyone,
We want to set up a form for website leads. However, these should be captured at the company level rather than the contact level. How is this possible? How can we make the actual service request visible as a note at the company level?
Hi @Lena1,
Form submissions from contacts are automatically aggregated at the company level as well. Simply open a company record and apply this filter:
Additionally, you can work directly with company properties in forms.
Please let me know if this answers your question and if you have any follow-up questions.
Best regards,
Hello @karstenkoehler, thank you for your feedback. Can we also import form submissions directly at the company level, rather than through the contact?
@Lena1 Completely without assignment to a contact, as far as I know, no — just tested with only company fields in the form.