Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
enhancement - quick conversion lead
#1
suggest create a link to quick conversion

Today when user click, in lead module to conversion, system open a windows for confirmation and user can be input missing data too, after that system show contact or account, following the option used to transfer lead data

I suggest, create a globalVariable or new link in action menu, to system try converted a lead, when possible, quickly, I means, not necessary user confirm data in window pop up.

And after conversion, system will show the new opportunity

This functionality is particular interesting, when user has a "lead" at phone call, because in this moment, need more agility in system, to have a deal for this opportunity


Attached Files Thumbnail(s)
   
Ranieri
eCRM Web
Reply
#2
You should be able to create a business action for this already as you can launch workflows, scripts and (probably) web services.
Joe
TSolucio
Reply
#3
thank you, I will asking for a quote, in your commercial team to help with that
Ranieri
eCRM Web
Reply


Forum Jump:


Users browsing this thread: 1 Guest(s)