Create a lead record in Salesforce from a web or mobile form. Then request qualification from two reviewers and onboard the qualified lead with multiple people and business systems.
This Website Form template collects Lead data from a website form, creates a Lead record in Salesforce, requests qualification from two reviewers, and then on-boards the Lead with multiple people and business systems.
NOTE: This workflow uses a website hosted form. If you want to publish this form inside Salesforce, use the template: Sales Lead Generation & Qualification from Salesforce (2 Reviewers).
What this workflow does:
Quick Start with this Template:
For more information on using and extending multi-reviewer workflows see this video.
Nintex Workflow Cloud