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Why do I have missing info in my leads/customers?

Wes Healy
on 7/18/13, 11:05 AM 1,319 views


I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.

Also, It would be great if somebody could explain the workflow regarding leads orpoint me to an up to date tutorial. It's a little confusing when I use "Leads" to add customer info only to find the info is added to "Customers" but "Leads" remain empty.

Wes Healy
on 7/18/13, 11:18 AM

Anyone got ideas?

Wes Healy
on 7/18/13, 3:58 PM
Ray Carnes
On 7/18/13, 6:46 PM

Leads are temporary records that turn in to opportunities related to new or existing customers.

Check out the documentation:


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Asked: 7/18/13, 11:05 AM
Seen: 1319 times
Last updated: 3/16/15, 8:10 AM