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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Sales Rep Role-When a Lead is saved, it is changing the form to the Customer form.
We are running into an issue when a Sales Role is saving a lead it is automatically switching the form to the Customer Form. It is not staying as the Lead Form. Since the forms have different layouts it is changing some critical information visually.
Any ideas?
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