Hello!
I am building a new resellers application on our website for new customers that would like to do co-branding options with us. I have created the form, but don’t know how to add filters to assign the form to the rep who will be working with the new customer.
Any help is much appreciated!
Hi @ShelbyD ,
As I can see you are on professional subscription, you might have access to workflows. So you can create a workflow to assign the leads to specific users:
The workflow will look something like this: Screenshot by Lightshot
Check out this video here: Unnamed workflow - Tue Aug 31 2021 09:16:38 GMT+0530 | HubSpot | Loom
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.