İçereği Atla
Menü
Bu soru işaretlendi
2 Cevaplar
4107 Görünümler

How to keep leads after converting it to opportunity , or leave it to 'Archive'?

Another question, how can sales manager assign lead to other salesperson? Because right now sales manager can see only himself from listbox of salesperson  in leads form.

Avatar
Vazgeç
En İyi Yanıt

To keep leads after converting to opportunity select that lead before converting to oppurtunity and duplicate it using Action button and save it.

for second question i think you can do it by managing filters and group by.


Thank you

Avatar
Vazgeç
Üretici En İyi Yanıt

I have know the answer for 2nd question: remove manager from portal group,  the default filter will not apply to manager any more, then manager can see other users and assign leads to them.


Still dont know how to deal with first question.


And why  there is  -1 label for this question.

Avatar
Vazgeç
İlgili Gönderiler Cevaplar Görünümler Aktivite
0
Nis 24
13
2
Ağu 23
2571
2
Eki 22
2421
2
Nis 25
17008
0
May 20
2989