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convert lead problems
#3
Ok, first pop up is right, because in demo, expected closed date is mandatory, and in my system not ( my mistake, sorry )

In my case is a new lead, and system created a contact without a mandatory vaule (put ??? ) without any alert

Strange I reproduce in first time in demo, but not anymore ... ={

and I wish to  suggest, in system set as  b2c, when will convert the lead get for opportunity name full contact name ( first + last name )

because system only get a company name, when b2b is right, but in b2c not much function


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Ranieri
eCRM Web
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Messages In This Thread
convert lead problems - rslemer - 01-31-2020, 12:03 PM
RE: convert lead problems - joebordes - 01-31-2020, 12:15 PM
RE: convert lead problems - rslemer - 01-31-2020, 01:57 PM
RE: convert lead problems - joebordes - 02-02-2020, 10:47 PM

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