How to allow download of a file AFTER information is collected?
I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today?
- File is stored in Workdrive
- Prospect goes to a URL where the file is located
- System requests prospect to enter "Name" and "Email"
- An email is sent to the prospect with a link to download the file
- "Name" and "Email" are used to create a new lead/contact in the CRM
How can this be accomplished today using Workdrive?