Add the ability to set the SMS and Lead Source fields in web forms
We use web forms on iPads at exhibitions to collect leads and put them directly into MyStratus. We want to set SMS to true so we can create a trigger to send them a text while they are still at the exhibition. Currently, there is no work around to achieve this. There is no way to set Lead Source in a web form, only Client Status. Currently the only way to set this is to export the client data to a spreadsheet, modify it and then re-import it.
Lisa Dunlap commented
This would be a nice tool in Spectra, also ( for school assemblies, theme shoots, and senior rep programs).
This would be a great option to have. Yes please.
Sinéad Ní Riain commented
I think this would be fantastic. I do two big exhibitions like Tanya and this would be invaluable
This would be a very useful tool so is needed