Passa al contenuto
Menu
È necessario essere registrati per interagire con la community.
La domanda è stata contrassegnata
2 Risposte
4077 Visualizzazioni

How to keep leads after converting it to opportunity , or leave it to 'Archive'?

Another question, how can sales manager assign lead to other salesperson? Because right now sales manager can see only himself from listbox of salesperson  in leads form.

Avatar
Abbandona
Risposta migliore

To keep leads after converting to opportunity select that lead before converting to oppurtunity and duplicate it using Action button and save it.

for second question i think you can do it by managing filters and group by.


Thank you

Avatar
Abbandona
Autore Risposta migliore

I have know the answer for 2nd question: remove manager from portal group,  the default filter will not apply to manager any more, then manager can see other users and assign leads to them.


Still dont know how to deal with first question.


And why  there is  -1 label for this question.

Avatar
Abbandona
Post correlati Risposte Visualizzazioni Attività
0
apr 24
13
2
ago 23
2424
2
ott 22
2404
2
apr 25
16936
0
mag 20
2949