The 'Lead generation for sales' taskflow uses multi-step forms to solicit customers' information. Each form consists of maximum 5 fields and starts by asking the most important information first. In the process of profiling your customer, the taskflow determines which questions are asked next. VIP customers are identified and their details are sent to the appropriate sales executives.
The Lead generation for sales taskflow is automatically copied into your account when you select it. Want to make one or two changes to fit your situation better? No problem!