Forms - How to Create Opportunities for Different Owners

At events, lead generation is a crucial step for sales success. When several 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 filled out the form. To do this, we will use a UTM Tag, which will allow you to identify the source of the submission and correctly associate each lead with the person responsible. Check out the step-by-step guide and optimize your sales process!