Annotating list members with inclusion criteria

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Sarahmac
Member

I have a list of people who have either submitted our Talk to Sales form, or our Get a Free Trial form. This combined list is then assigned to sales representatives. Is there a way I can annotate whether each contact was included because they wanted to talk to sales or if they wanted a free trial. The VP of Sales prefers to have all these leads in the same place, but would like to know if the context of inclusion can be noted for the individual sales reps?

Thanks!

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @Sarahmac 

 

There are lots of ways that you could do this. Two that spring to mind as being quick and easy are:

 

  • Add the recent conversion column to the list that Sales looks at or
  • Add a hidden field to the forms that stores if was talk to sales or free trail

There are others, if neither of these work out. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @Sarahmac 

 

There are lots of ways that you could do this. Two that spring to mind as being quick and easy are:

 

  • Add the recent conversion column to the list that Sales looks at or
  • Add a hidden field to the forms that stores if was talk to sales or free trail

There are others, if neither of these work out. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

Sarahmac
Member

That worked, thanks Phil!

Sarah