Were you referred to a specific team member?💡Feature RequestNov 4, 2025In the quoteform, giving customers the ability to select which Agent a customer would like to workPosted by Sarah Husbands · Nov 4, 2025Status: 🔥 Released3 comments6
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Comments3
Oct 20
PinnedThis is now live on Custom QuoteForms 🎉
If you are not on Custom QuoteForms please reach out to Support and we’ll get this enabled for you.
Mike Salisbury
Oct 20
•Merged request
•2 votes
Select a Team Member & Routing in QuoteForms
Producer-specific quote form routing (assign leads to specific agent quote forms automatically)
Mike Schmisek
Oct 15
•Merged request
•1 vote
Were you referred to a specific team member?
Add question to Custom QuoteForm that allows the person filling out the form to select a team member that they would like to work with