3 Replies Latest reply on Oct 19, 2018 8:26 AM by Sanford Whiteman

    Update Primary Contact vis Staff Action

    Samantha Cossum

      Hey everyone,

      I feel like this question has probably been asked before and tried to dig around in the community but wasn't really finding what I wanted so forgive me if this has already been asked and answered!

       

      I'm trying to think of a way to basically relate two records together. The scenario is that a client can nominate one of their team members for an award by filling out a form. We would want to drop the staff into a sequence and then note of the clients record that they have nominated a staff member. If necessary I could see using multi-step forms where the client puts in their information first and then puts in their staff. but if possible would prefer if we could just have them enter the staff and then have Marketo relate that the staff members works for X company and check a box on the primary contact.

       

      Would love to hear any ideas and suggestions if anyone has tackled this in the past.

       

      Thanks in advance!