ERP - Core

You can create a web to lead form in CRM to capture lead details directly from your website.

Follow the full instructions <a href="https://support.sugarcrm.com/Knowledge_Base/Campaigns_Target_Lists/Creating_a_Web-to-Lead_Form" rel="nofollow noopener noreferrer" target="_blank">here</a>.

Create a web to lead form

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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