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Topics#Data ManagementPregunta de Audrey Manninen
Audrey Manninen preguntó en #Data Management
26 ene 2015, 18:08

Lead information disappears upon conversion - help!

When we click the convert button on a lead, the lead information disappears even when we convert it to an existing account (all contact and activity logs are gone).  How do we ensure this info carries over to the account?  
11 respuestas
  1. Audrey Manninen
    26 ene 2015, 18:34
    Thanks Adam.

     

    This does make sense.  From what I understand, my organization customized the "opportunities" tab to something called Tenders (where we generate our bid #.s for jobs and track which estimates), which is what comes AFTER our Sales Team have done their job.  Our Sales Team is new which is likely why we didn't need this function before.  

     

    Ideally, I think the Lead info for carry over to the Opportunity. is this correct?  Because I do see on some of our Accounts that there is a Leads panel with the relevant information. I am wondering if this was from before they switched Opportunities over to Tenders.  Does this make any sense? lol
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