Our SmartStart consultant set up a basic CRM update program for us in Program Builder which I've been trying to "dissect" to solve an issue we're having. This is the issue. We have an inquiry form where the prospect can choose a business unit and whether they want a proposal or have a product question, and submit. The processing steps include various logic if they choose business unit A, and a quote request, send to the aforementioned program (000 Start) - to create a lead. The inquiry itself is being written to the comments field on the contact and then that is mapped in the integration to the lead in the Create Lead integration step. I also have it creating a CDO for every inquiry.
Most people only send in one inquiry - but we found that if they send in two (the second might be business unit B and a product question) in quick succession, the second one is NOT triggering a lead and we need it to. In that case, it would overwrite the comment field from inquiry one but a new lead should occur.
I feel like this is a timing issue but I'm not sure where. Thoughts?
