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What Configuration will support this requirement?

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(@sitesmario)
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Universal Containers wants their Technicians to capture potential up-sell opportunities identified during site visits that will then be addressed by the inside sales team .

What Configuration will support this requirement?

  • A . Create a Service Appointment Quick Action to create a Lead record and add it to the appropriate page layout.
    B. Create a Web-to-Lead page that submits to the inside sales team. Add a link to the Case Page Layout.
    C. Create a Public Group for the inside sales team, and share Work Orders to the group via Sharing Rules.
    D. Configure a Flow against Cases that auto-creates leads and assigns them to the insides sales team Queue.

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Suggested Answer: D
 
Posted : 12/01/2023 7:01 am

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