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Topics#Sales And MarketingQuestion de Ashley Sprague
Ashley Sprague a posé une question dans #Sales And Marketing
22 sept. 2016, 16:53

How to I convert a Lead based on a Name to a Lead based on a company (with a name for a contact)?

When you pull up your leads it said Leads with a first and last name. I want it to say Lead with the companies name.

 

I will use the first and last name of the person for my contact, not my lead account.
2 réponses
  1. Ashley Sprague
    23 sept. 2016, 12:34
    It was a mass import. When I tried to import without first and last name it gave me an error. So I put in the contact name in so it would transfer. Now It pulls by that first and last name instead of company.
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