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Topics#Sales And MarketingAshley Sprague의 질문
Ashley Sprague 님이 #Sales And Marketing에 질문했습니다
2016년 9월 22일 오후 4:53

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.
답변 2개
  1. Ashley Sprague
    2016년 9월 23일 오후 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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