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Lead Submission Page - Coggle Diagram
Lead Submission Page
Slack
'partnerships' channel
'salesteam' channel
Action: Salesforce Record Creation
Action: Account Record Creation
Next Step
Action: Contact Record Creation
Next Step
Action: Opportunity Record Creation
Selection: Standard Agreement Record Type
Action: Dynamic Fields
Object: Opportunity Information
1 more item...
Action: Prepop fields
Object: Opportunity Information
1 more item...
Action: Dynamic Fields
Object: Contact Information
Fill 'Last Name' with 'Last Name' Entry under 'Referral Information' from Lead Submission Page
Fill 'First Name' with 'First Name' Entry under 'Referral Information' from Lead Submission Page
Fill 'Email' with 'Email' entry under Referral Information from Lead Submission Page
Fill 'Referred By' with 'First Name' + 'Last Name' entry under Referrer Information from Lead Submission Page
Action: Prepop Fieds
Object: Contact Information
Fill 'Account Name' with the name of the account record created in the previous step
Select 'Referral - Partner' under 'Lead Source' field
Select 'Primary' under 'Contact Title' field
Action: Contact Record Creation
Action: Prepop Fields
Object: Contact Information
Fill 'Account Name' with the name of the PARTNER account which the Lead Submission Page is associated to
Action: Dynamic Fields
Object: Contact Information
Action: Prepop Fields
Object: Account Information
'License Type' will be populated by AE
Action: Dynamic Fields
Object: Account Information
Fill 'Account Name' field with entry from 'Company Name' under Referral Information section from Lead Submission Page
Email