Universal Containers wants their Technicians to capture potential up-sell opportunities identified during site visits that will then be addressed by the inside sales team.
What Configuration will support this requirement?
- Create a Service Appointment Quick Action to create a Lead record and add it to the appropriate page layout.
- Create a Web-to-Lead page that submits to the inside sales team. Add a link to the Case Page Layout.
- Create a Public Group for the inside sales team, and share Work Orders to the group via Sharing Rules.
- Configure a Flow against Cases that auto-creates leads and assigns them to the insides sales team Queue.
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