Each of our sales reps has their own board to track their sales. It starts with the quote phase and goes through ordering, receiving, installing, billing and ends with commissions. It’s an A-Z process of tracking each sale. On another board, we track sales leads. When service technicians are in the field or occasionally our customer service reps hear that a customer is looking for new items, they can fill out a jotform which integrates with this sales lead board, and then we manually assign it to different sales reps depending on territory. We offer an incentive that if you turn in a sales lead that turns into a sale, you get some kind of bonus. I need a way to link these two boards so that when the item is marked sold, we can see who turned in a sales lead if any. Anyone got any ideas on how to make that happen?
Is there a reason they use jotform instead of monday form?
Either way, once the lead goes to your leads board, you can set up an automation that once a sales rep is assigned, the two items auto connect then the status of the deal can be pulled back to the deals board via a mirror column.
Desiree - www.thecleverclovers.com