1 Reply Latest reply on May 13, 2014 11:24 AM by Drewy62

    Response rules / workflows

    wimmelchen

      Hi there, is it possible to create rules within FormsCentral? I know you can skip to another page but what I need is the following:

       

      User enters a response which is linked to specified criteria/rule, for example when they are applying for a loan. The criteria is the following:

       

      small loan amount + good credit + eligible = hot lead

      large loan amount + good credit + eligible = warm lead

      small loan amount + bad credit + eligible = cold lead

       

      Is it possible to set such criteria rules to categorise leads and automate responses accordingly (i.e. a specific email response depending on criteria met)?

       

      many thanks