Solved
Complete form for someone else
We'd like to introduce a new form where it will be completed in two different modes:
- By the website visitor, where the information will be added to the Lead Database in Marketo. No problems there.
- By the sales rep who will be talking with the prospect on the phone. Here is the problem: we would like the sales rep to be able to complete the form based on their conversation. What I don't know is how to link that form to the Lead profile of the prospect, not the Lead profile of my sales rep!