This is an easy way to get colleagues, that aren’t primarily working in sales, to notify you of up-selling opportunities. Create a form with the Assign action. Tell your colleagues to use the form whenever they see an up-selling opportunity.

Step 1. Create the form

• Go to the marketing section and click the form tab.
• Click create form.
• Fill out all the required fields
• Click next step
• Scroll down and click add more actions
• Choose the action assign
• Check “assign to account manager if possible”
• Select default user or role
• Click Assign
• Describe the lead and set priority high

Step 2. Share the form

Now you can just copy the link to the form and share it within your organization.

Bonus tip: Tell your colleagues to save the form as a bookmark in their web browser. They can also save it on the home screen of their phone.