A contact is your point of communication for an organization (account). Contacts are generally qualified individuals. There can be numerous contacts for one account. A contact can be created 3 ways: From the Contacts tab Place your mouse over the …
Continue Reading →To convert a lead record into a contact record and account, do the following: Click into a Lead record Click the Convert link. The system will choose to auto create a new account record. Click the Select Account link to …
Continue Reading →A lead is a sales prospect and generally represents the first stage in the sales process. The lead is a person who has not yet been qualified and might be interested in your product or service. When the lead becomes …
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