Please! - Need Help With A Programing Question
The association is going to give access to the Clients Services when a member has logged in to the associations website.
Once the members are logged in there will be a link for the members to sign up for my clients services that would go to a dedicated sign up page on the clients website with the Associations Logo etc.
So far so good right?.
Here's the issue:
They are looking for the member information to be pre-populated from the member profile - i.e. Member Number, name, email address, address, etc on some type of nice sign up form (ie jotform.com or something compatible).
The Organization will provide the custom link that can contain or encode the member information.
When the member completes the products they are interested in and they hit submit -
The Client will have a subscription to SalesForce or PipelineDeals (CRM's they are thinking about )-
The leads will populate in the CRM for client to follow up on.
I need to know how to do this to accomplish this for the client.
What questions to ask etc. The association will supply the url that would contain the member info to populate the form. ( this was apparantly the associations idea)
Any help would be greatly appreciated!!!
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CreateSoft -
Thanks
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