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