alayton

This is so helpful and I was just looking for a solution to a similar problem before posting. Maybe you can assist? Lead records get created in 2 ways in our system (we're working to streamline this, but it is what it is at this moment); user creates an account or user 'qualifies' through this marke...

I actually had that in place! It's a bit of a tough issue because we don't have the best back-end processes to properly support our sales department yet. Lots of bandaid solutions while we work on larger projects to help this! Long explanation if you're interested: There are two ways in our system t...

Thank you both for all of your help! I think I was really overthinking it and ended up just going with Known HTML for now. My only issue is that while we're using this as a pre-qualification of sorts, things do change with someone's business and I'm concerned we'll be losing people that way. I think...