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Topics#Data ManagementAudrey Manninen의 질문
Audrey Manninen 님이 #Data Management에 질문했습니다
2015년 1월 26일 오후 6:08

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?  
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  1. Audrey Manninen
    2015년 1월 26일 오후 6:34
    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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