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dcwmedia

Member Since 26 Apr 2014
Offline Last Active Apr 28 2014 03:07 AM
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Topics I've Started

Lead > Contact Conversion

27 April 2014 - 06:12 PM

I have fields in lead/contact such as "Source" that when I convert from lead to contact I want that data to live in the "Account" pages. It only makes sense to me that the source lives in the account pages not contact (since contacts can just leave). 

 

Other examples are Services (what the client is looking for). Makes more sense for it to be in the account page. 

 

Is it possible to set up some sort of workflow or to set up custom fields that appear in ALL 3 (leads/contacts/accounts).

 

I have not found a solution yet. 


Workflow Messages > Email Templates

26 April 2014 - 05:31 AM

When I get to the "Messages' step in the workflow. I click "Add Email Message" and I cannot click the template section at all. When I click nothing happens. 

 

I added new templates and everything so not sure why this is happening. 

 

I am on a mac in Chrome. Any ideas?