Identify forms that are converting marketing status.

LSanchezContr

With the addition of the Marketing Status option in form settings, it is essential to identify which forms have this option enabled or disabled. This will help streamline decision-making and improve efficiency.

 

To enhance this process, the following is recommended:

💭 From the form list during data import, include a field that indicates whether the Marketing Status is active or inactive.
💭 In reports, provide visibility into which forms automatically assign Marketing Status to contacts.

 

This update will help accounts monitor Marketing Status more effectively, ensuring better data management.

 

Best regards.

0 Upvotes