As a company grows sometimes it hard to get people to ask the necessary questions and gather information required when a new lead calls in. To help solve this we created a web based form that has the required as well as helpful additional information to gather when someone calls into our offices for the first time.
Once submitted the information is automatically entered into our Commit CRM system, with information entered into the proper fields with the new Lead Record. In addition an email is sent to the proper people so they no that a new Lead was setup within Commit CRM.
A picture of the new web form is after the break.
This is accomplished utilizing the Commit CRM XML API and MachForms.
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