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Pomoč

Can we have multiple contacts for a lead/opportunity?

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contactsleadswebsite
1 Odgovori
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dfor mer

I would like to know if it is possible to have multiple contacts for a lead/opportunity? I have several unqualified leads ie.. campanies with several contacts for the particular company and I don't want to add them to the customers without first qualifing them. Right now I have no way of keeping all this info together in openerp.

Also, a website field would be very helpful.

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AJ Schrafel Paper Corp
Best Answer

you could add the primary contact as the lead contact and then list the other contacts in the internal notes field, i know this is a messy option, but it is the only way to attach multiple contacts to one lead .

For listing the website on the lead, yes i agree it would be handy to have.

if you want to try to code your own module, it would be a good learning exercise, very simple to add one field to a form.

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