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Multi-Step Lead Capture

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  • Multi-Step Lead Capture

    Hi,

    I want to set up a lead capture with 2 or more "pages". After the first page (name, address, email, etc) I want to ask people what products they are interested in. There is a chance that leads would stop after the first page, so I want to store the lead as soon as possible. My setup works fine, however, a lead cannot be updated with the information from the second page. So after my first page, my lead is stored. After the second page, I submit the lead again (with more information). When I switch "Double check" off, I get a second lead with all information. When I switch "Double Check" on, the information from my 2nd page / submit is not stored.

    So, I would need to find a way that I could update an existing lead with more information.

    Any idea how this could be done?

    BTW: I also could use the Business Process Manager I guess? There I would try to find my second lead and then delete the first lead?


    Thanks,


    Bernhard
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