CRM Team Leads
Description
Team lead form template. The resulting bridge will convert form submissions into leads linked to new contacts.
Form layout
Blueprint of the template’s form
Wizard
Schema of the wizard steps and its fields
Credential
- Name
string - Database
string - User
string - Password
string
Backend
- Name
string - Base URL
string
Form
- Form title
string
Bridge
- Owner team
string - Lead name
string - Priority
number - Lead tags
string - Bridge name
string