[Vtigercrm-developers] Piece of Advice
Doug
sailsfast at gmail.com
Tue Jun 30 23:02:20 GMT 2015
I recommend converting leads after one has substantial contact. Not after
closing a deal. In my book one should Not have hundreds or thousands of
leads that are untouched.
Once converted if I were you I would use the clone contact feature to add
people to the organization our simply under the organization tab use the
add contact to organization function.
On Jun 30, 2015 10:27 AM, "Christophe Humbert" <chrissc.humbert at gmail.com>
wrote:
> Hello
>
> I have a lead and finally when a lead make a subscription I want to
> convert that lead to Opportuny/Organization and Contacts...
> On Lead i create only the main contact but for subscription it is possibel
> taht he is subscribing for his entire family so my question is:
>
> - When converting the Lead can I Create multiple contacts with the
> webservice leads conversion
>
>
> - Or I create the main contact with the lead conversion and then I
> create the other contacts that I relate to the Organization and the created
> opportunity...
> - Thanks for your thoughts in advance
>
>
> Kind Regards
> Christophe Humbert
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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