Create a drop down single and/or multi select field that would dynamically add or remove sub-account staff members and ensure their associated information is linked- employee ID’s, phone, email, profile photo (similar to how the service calendar staff selection dropdown works).

Doing so would allow GHL users to add the dropdown to forms and surveys which would could be used to assign the appropriate staff member or notify the selected user upon submission.

Additionally, it would eliminate manually adding or removing the staff member as they come and go from a company.

Use Case 1: Door to Door Sales

I have a door to door sales company with 20 sales reps. I make a form for internal use. As they knock on doors they can type in the home address, owners information, and select themselves from the dropdown list of sales reps which is dynamically populated/updated with the existing list of staff on the sub-account. Doing so assigns the contact and/or opportunity to them.

When a sales reps leaves the company and are removed from the CRM, the drop down menu option for that person disappears- vise versa for adding a new sales reps.

Current Scenario:

We use affiliate manager with a funnel for 20 coaches to track their leads without needing to make unique forms and funnels each time. Affiliate manager recognizes the affiliate ID but elaborate workflows must be setup to setup conditions to assign the appropriate coach to the contact based on the affiliate ID pulled from the url parameters.

Instead, allowing the user to select the coach they like from a dropdown that would then assign that user (similar to service calendars) would be much easier. We’d also be able to auto add commissions in affiliate manager once the coach signs the client after a consult call.