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sagar_vora
Joined: 02 May 2007
Posts: 96
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| Posted: Tue May 22, 2007 11:04 am Post subject: account or contact field required in leads.. |
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hi,
we should havev an accounts or contacts tab in the leads module also so that while creating a lead we can specify the lead is for which account or contact this can especially help when the lead is from an existing customer.
in the current lead module we cannot know whether the lead is for which account or contact. |
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Balduin
Joined: 18 May 2005
Posts: 1774
Location: Berlin
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| Posted: Tue May 22, 2007 11:48 am Post subject: account or contact field required in leads..<br />< |
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The way this CRM works is different. Leads are defined as first contacts to previously unknown person or enterprise. When a lead is qualified you may convert it and the CRM creates an account and a contact automatically.
If you have an existing account and there is a new business opportunity then you should enter a new potential to this account.
Confused? Please read the manual, there sales process as supported by vtigerCRM is explained in detail. |
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