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.