MBA RFI Wizard

The MBA RFI Wizard is found in the bottom bar for all MBA users.

This wizard replicates the functionality of the RFI forms on the MBA websites, without triggering Calldrip or incorrectly placing a cookie on a staff member's computer. Please do not use RFI forms on our websites to process leads.

Definitions:

Disable Auto Email: This box is checked by default. When checked, the user created using the wizard will not receive the standard Salesforce auto-responder email that a new prospect would receive if they came in through our website.

Disable Task Assignment: This box is unchecked by default. When checked, the contact that is created will not have the standard Salesforce new prospect task created.