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Leads and Sales Rep relationship automation

Question asked by 180352ff630d524f0f76963d07fca04fdf3e4888 on Dec 11, 2017
Latest reply on Dec 12, 2017 by 180352ff630d524f0f76963d07fca04fdf3e4888

I need to create a program that would allow Sales Reps create a new lead through a Marketo form. Once the form is submitted the lead would receive an automated email from the Rep. Also the lead should be able to fill out another form and that would generate a response email from the lead to the Rep.

When the Sales Reps create a new lead through the form they would assign it to themselves by entering their Agent ID on the form.

 

I understand that this would probably require a many to many custom object structure. Could you suggest how the objects should be structured? Sanford Whiteman @Grégoire Michel

Please note that we don't have a CRM.

 

Thanks a lot!

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