My client has Salesforce Professional Edition. I have web-to-lead form that can add new leads, but it does not seem able to update leads that already exist.
Is there any way, without a Salesforce upgrade, to update information for an existing Lead?
Right now, we are populating the IDStatus field with something like "Warm Lead" if a user fills out a basic newsletter-type form (Name, email, phone). If they fill out a more substantial form, which includes a deposit, we want to treat them differently in Salesforce.
My initial assumption was that we would be able to just reassign the value of the IDStatus field, and we'd be good to go. However, that is not working.
I just want to be able to filter leads differently depending on the most recent action they have taken on our website. And it seems like this should be doable without upgrading Salesforce...