Hello,
I am pretty green to this, so I'm sorry if this was already answered elsewhere. Below is the workflow that I am trying to create.
I send a form - the client fills it out ( First name, last name, email, title, company name)
Then, I give the client the option to add additional team members. Those additional team members will create additional records (obviously leaving out the need to fill out the company section).
I was looking to build this out with the following stack.
fill out
Relay or make
Smartsuite
I am looking forward to hearing your thoughts.