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1

Lead convert to oppurtunity and link contact to an existing customer?

crm contacts v7
By
Andreas Marpmann
on 5/12/14, 9:12 AM • 2,351 views

don't work like that: If you choose "create a new customer" you get the new organisation with additional new contact. If you link the contact to an existing customer, the new contact is only a lead contact name, but not a new contact at the company.


 

 

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Sorry, what's your question?

Fabien Pinckaers (fp)
on 5/26/14, 3:33 PM

I think what Andreas Marpmann means it that the contact information for you Lead does not get converted into a contact under the company you choose to relate it to. So in his case, "Frau Doktor Dear" does not get created as a contact under "Firmenname".

Ludo - Neobis
on 5/27/14, 11:08 AM

Did you fix the problem? It's happening for me too.

Danimar Ribeiro
on 9/23/15, 10:56 AM

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Asked: 5/12/14, 9:12 AM
Seen: 2351 times
Last updated: 9/23/15, 10:56 AM
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