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Hi when I have a contact which is not a client and I have opportunities in my pipeline I cannot see those till I change contact to client which I do not want to do. In Contacts view I can see star5 so that means I have 5 opportunities but when I go inside a contact is not there only when i select it is a customer. How to activate those fields to be visible without selecting a customer.
I will appreciate your help in this matter.
Hi So is there a way to see leads (emails send) within contact which is not a client(customer)? I want program to import emails which i have setup already but emails going as a leads or opportunities. we are contacting over 12000 potential contacts we want to have them in system as contact only not a client. And we would like to see this from contact window not always go to leads and filter is or in pipeline. Is there a way for it or some addon?
Hi,
if am not wrong, you are trying to say that you want to access the contact which is not customer(client) in crm pipeline, and you want that client pipeline in crm contact view(in the form of star(opportunity)), but it is not possible because crm module is only useful for contact which is client(customer) that means the lead is only created for customer right. so when you create lead or pipeline you are only access those contact which is client(customer). if you want that feature you want to customise your crm module.
hope it will understandable for you.
Thank you.
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