Routing Forms
Enterprise Sales Qualification
Route enterprise leads to the appropriate sales team based on company size and needs
Partner Program Routing
Direct potential partners to appropriate partnership managers
Product Demo Request
Route demo requests to product specialists based on feature interest
Sales Support Triage
Route customer support requests to appropriate sales support team
Contract Renewal Routing
Route contract renewal discussions to appropriate account managers
Basic Contact Information
Collect essential contact information for initial business inquiries
Business Discovery Form
Gather detailed information about potential client's business needs
Sales Partnership Evaluation
Evaluate potential sales partnerships and collaborations
Workflows
Sales Follow-up
Follow-up sequence for sales meetings
Meeting Details Confirmation
Complete meeting details confirmation workflow with pre-meeting questionnaire
Personal Training Session
Complete personal training session workflow with pre-meeting questionnaire
Event Types
Initial Sales Call
30 minute initial sales call
Product Demo Meeting
15 minute product demo meeting
Business Consultation
60 minute business consultation
Client Onboarding
45 minute client onboarding
Technical Support Session
15 minute technical support session
Issue Resolution Session
60 minute issue resolution session
HR Weekly Meeting
30 minute HR weekly meeting
Customer Support
45 minute customer support