01Scope sheet: the field map, form to CRM
Sample| From the form | Goes to | If it's missing or wrong |
|---|---|---|
| Full name | Contact name | Send to review |
| Email (format checked) | Send to review | |
| Phone | Phone | Leave blank |
| Message | Notes on the record | Send to review |
| Added by the workflow | Lead source, received time | Always filled |
Agreed with you before any building starts. Get the blank field map