Vedran Starcevic
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Vedran Starcevic commented, - Community
- Troubleshooting & Tips: CRM
- Is there a was to keep Industry field when lead converts to Company/Contact?
Hi Jessica,thank you for fast reply... The thing is, Industry field is not a custom field - it's a standard field we got upon opening account and it's just silly to lose it in Contact/Organisation ...
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Vedran Starcevic created a post, Is there a was to keep Industry field when lead converts to Company/Contact?
So the question is straightforward - how can I keep Industry field from Lead section in all others (Opportunity, Contact, Organisation) section when converting a lead, without having to create a ne...
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Vedran Starcevic commented, - Community
- Troubleshooting & Tips: CRM
- There are leads, opportunities and contacts but where are customers?
Having a custome field is only a small part of solution as Customer is a "living thing" - just like Lead or Contact...It changes, grows and develop and good CRM should follow that... You should be...
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Vedran Starcevic created a post, There are leads, opportunities and contacts but where are customers?
So I've been playing around with Insightly for some time now and one thing eludes me: where are customers in Customer Relationship Management software? Is this something Insightly CRM does not ha...
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- 6 followers
- 8 comments
- 2 votes