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Shelby Jones ha fatto una domanda in #Lead Conversions

We are using the platform for both sales and recruiting. Currently our leads convert pretty standard- into a contact which is associated with an account and opportunity.

 

I am wondering if there is a way to allow an option of the lead converting to either a contact or our other record type "Candidate"?             

#Lead Conversions #Convert Lead

7 risposte
  1. 27 nov 2023, 20:11

    @Andrew Russo I thought that might be the case. I will look into using the contact then. Thanks! 

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