Customer Service

Resources that you can use.....

Knowledgebase

KnowledgeBase Articles

Articles Categories Screencasts
Video

When a Lead goes 'HOT' can I move this on easily?

Rated 5.00 starRated 5.00 starRated 5.00 starRated 5.00 starRated 5.00 star Updated: 25 March 2011 12:30:18 OpenCRM OpenCRM::Leads OpenCRM::Opportunities

Very easily... by selecting any Lead and then Converting, you will create a Contact, Company and Opportunity.

This will then allow for a structured follow up of the opportunity, based on Sales Stage, Probability, Close Date, Value, Product interest and many more values that you can determine.

  • Go to the Lead in question
  • Select the CONVERT button
  • Fill out the details required
  • This will create a Company, Contact and a new Opportunity

  • Rate This Article

  • Feedback and Comments
    captcha code  

20 December 2011 14:39:20

I always wondered what the convert was for - very useful!

Grahama : Thanks - its always nice to see when features are being used.


You may also be interested in:


More..

COOKIE POLICY - We use cookies to improve your experience whilst looking through our website, some of these cookies are really important, honest. We don’t sell or trade your information. You can learn more by reading our privacy policy. OpenCRM privacy policy.

continue