ConcourseSuite Support

Support
Corporate
PUBLIC PROFILE

Discuss Lead Management

You need to be logged in to post messages.

  1. Philippe B. photo
    0
    replies
    3,129
    views
    unanswered
    Moving leads into Account & Contact
    Hello, I have a small issue with the mechanism to transform a lead into an account + contact : a lead includes all information to...
  1. Default user photo
    0
    replies
    1,526
    views
    topic
    Leads Overview
    Hi i was using leads without any problems but suddenly i had to reboot server and after that when i tried to see overview i get :...
  1. Default user photo
    1
    reply
    1,423
    views
    unanswered
    Leeds Import Error
    After importing 100 leeds into 5.0.5 I received this error when going to leeds overview. The import worked properly, [leed review...
  1. Default user photo
    2
    replies
    1,408
    views
    unanswered
    how to work with leads and custom fields
    we buy lists with custom information on them, and I need to add custom fields to the database. How can I create custom fields for...
  1. Default user photo
    2
    replies
    1,377
    views
    unanswered
    Convert Account/Contact Back to Lead
    I would like to make a wishlist recommendation: We have sales folks that inadvertently move leads to contacts or accounts. Is it...
5 results found