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Pomoč

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

Naroči se

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This question has been flagged
crmcontactsv7
7763 Prikazi
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Andreas Marpmann

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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Fabien Pinckaers (fp)

Sorry, what's your question?

Ludo - 21South

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".

Danimar Ribeiro

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

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