Jump to content
X2Community Forums

Recommended Posts

I have created three similar web lead forms. They all ask for exactly the same data. 

 

I added different tags to each one.

 

However, the leads come in without any tags at all.

 

How I am supposed to tell which lead came from which form? This is some pretty fundamental stuff and yet it seems I have no way of knowing of my leads are interested in the courses, the new ebook, or working for us.

Link to post
Share on other sites

Hi Matt,

 

Based on your description of your issue, it sounds like you are also using the "Generate Lead" option on the weblead forms. I've just looked into this and can verify that when this option is selected, the Lead generated will not have the specified tag, while the Contact will. I think it would be most intuitive if the generated Lead and Account were also given the tag, or that there is at least on option to add the tag to the generated records as well. Thanks for reporting this issue!

 

Raymond

Link to post
Share on other sites

Based on your description of your issue, it sounds like you are also using the "Generate Lead" option on the weblead forms. I've just looked into this and can verify that when this option is selected, the Lead generated will not have the specified tag, while the Contact will. I think it would be most intuitive if the generated Lead and Account were also given the tag, or that there is at least on option to add the tag to the generated records as well. Thanks for reporting this issue!

 

I agree that would be more intuitive. As I say, I figured it out but that would definitely be easier to work with especially as I will be working with a lot of different lead types based on the form they come in on. 

 

Thanks for getting back to me.

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...