On multi-step forms, we are currently able to utilize Conditional Routing to immediately route leads to our sales reps’ meeting calendars on form submission. This is a great feature that allows us to get leads to reps right away and qualify them immediately based on the information they provide to us.
That being said, our sales reps change territories often, and with the way that our businsess is structured, they retain their leads even after they switch territories. What we need on the multi-step form is a “Prioritize contact owner” option like there is on Meeting Link forms that allows us to simply prioritize the current contact owner’s meeting link if there is one. Or, if not, then route them to the new contact owner.