📽️Forms - How to Create Opportunities for Different Owners

At events, lead capture is a crucial step for sales success. When multiple salespeople fill out forms with new contacts, it is essential that these opportunities are recorded correctly and assigned to the person responsible for the submission, avoiding confusion and rework.

In this tutorial, you will learn how to set up an automation that ensures each created opportunity is automatically linked to the salesperson who completed the form. For this, we will use a UTM Tag, which will allow identifying the origin of the submission and correctly associating each lead with its owner. Check out the step-by-step guide and optimize your sales process!