AU - How To - New Internal Lead Form Walkthrough (HubSpot)

This guide shows you how to navigate through the new internal lead form, which is now a single form for all referral source types (Employee, client, etc.)

Steps:

1. Go through the normal process of filling in the client/lead details (Name, email, etc.) including the "How did they hear about us?" field at the bottom.
2. Under "Where did the referral came from?", there will be 4 options in the dropdown:
   1. Partner - no additional fields
   2. Client - there will be 3 additional fields here:
      1. Which client referred this lead?
      2. If referred by an SEO lead, please fill in name here
      3. Give the sales team more info about the client referral here
   3. Employee - there will be 2 additional fields here:
      1. If referred by an SEO lead, please fill in name here
      2. Tell us more about the lead, and how we can help them
   4. N/A - fallback option
3. Once the form is filled out, click Submit.

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