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Currently, Krayin CRM's Webform module does not support selecting a pipeline during webform creation. All leads generated via webforms are routed to the default pipeline, regardless of their source or intent.
This enhancement proposes adding a Pipeline Selection option while creating a webform in the admin panel.
Expected Behavior
While creating or editing a webform in the admin panel, the user should be able to:
Select a pipeline from the existing pipelines.
(Optionally) select a default stage for the selected pipeline.
When the form is submitted, the lead should be created using the selected pipeline and stage.
Current Behavior
There is no field for pipeline selection in the Webform creation UI.
All leads go to the default pipeline and its first stage.
Leads from different business flows require manual reassignment after submission.
Benefits of this Enhancement
Automates correct lead assignment based on the form’s context (e.g., service inquiries, sales, support, etc.).
Reduces manual work for sales/admin teams.
Adds flexibility for businesses managing multiple pipelines.
The text was updated successfully, but these errors were encountered:
Summary
Currently, Krayin CRM's Webform module does not support selecting a pipeline during webform creation. All leads generated via webforms are routed to the default pipeline, regardless of their source or intent.
This enhancement proposes adding a Pipeline Selection option while creating a webform in the admin panel.
Expected Behavior
While creating or editing a webform in the admin panel, the user should be able to:
Current Behavior
Benefits of this Enhancement
The text was updated successfully, but these errors were encountered: