Add "LEADS" table separate from Clients/Contacts table

2 votes

Most CRMs have two tables - "LEADS" for leads you get from trade shows that aren't customers and "Customers" or "Clients" and then a macro that converts it to a Customer when they start the sales cycle.

Not planned Suggested by: Jeff Helfand (13 May, '20) • Upvoted: 15 Jul, '22 • Comments: 1

Comments: 1

05 Jun, '20
Jan Lalinsky Admin
Hello Jeff,

we use module called Deals. In there, our customers can save both leads and business opportunities. In the next week, we will post a video at YouTube that explains more.

Regards

Jan