Method Community

Method:CRM

 

Method Community » Method:Classic » Method:Classic General Q&A » Web to Lead Form Inserting as Customers

Web to Lead Form Inserting as Customers

Last post 06-02-2015 12:28 PM by Method_Audisho. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next

  • 06-02-2015 11:50 AM

    Web to Lead Form Inserting as Customers

    Reply Contact

    Hello,

    We are trying to implement a Web to Lead form, but when we do our testing, the Lead is being inserted as a Customer, which is not what we want. How do we get the Lead inserted only as a Lead so they do not get put into QBO until we actually assign them as a customer?

    Thanks, Chris

  • 06-02-2015 12:28 PM In reply to

    Re: Web to Lead Form Inserting as Customers

    Answer
    Reply Contact

    Hi Chris,

    You must have modified the default value of the IsLeadStatusOnly field. Load your web form, navigate to Step 8 and change this value back to Checked / True.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
Page 1 of 1 (2 items)