Turn a form into sales lead
Nov 8, 2019 4:14 PM
We are tryig to figure out how to ask the right questions on a contact form (example EBook sign up) so that we can use that information to trigger a workflow that would send to sales users based on their territories and if the company is a lead or not (company type). It seems to be mixing company and contact and I am struggling putting my head around what the best practice would be. Please help!