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Assignment Form
Daniel Poston avatar
Written by Daniel Poston
Updated over a week ago

Assignment Form

Field

Field Type

Notes

Follow Up Boss Lead ID

Text

This field is pre-populated, and controls which contact record in Follow Up Boss the form data will sync with.

Appointment Form ID

Text

This field is pre-populated and indicates which Appointment Form entry is being assigned.

Lead Last Name (required)

Text

The contact's last name is entered here.

Assigned OSA

Dropdown

A list of agents

The Assigned OSA field assigns the selected agent to the related appointment.

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