Method Community

Hello, Thank you for this information.  I’m still a bit confused.  We already have a Customer field, and we have lots of customers already. So, what we want to be able to do is have a drop down where someone could choose an existing customers OR create a new customer if the customer doesn’t already exist in ...

Hello! I need to be able to create a dropdown list for our customer names. It looks like it's possible, but I'm not 100% on how to properly set it up. Ultimately, we want to be able to have our customer list as a dropdown within Method AND on our web-to-lead forms. Thank you!