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Topics#Sales And MarketingPatricia Megowan 的问题
Patricia Megowan 提问于 #Sales And Marketing
2012年2月29日 16:12

Can I convert a contact associated with an account to an opportunity?

WHen we get a lead, we work it and let's say we get no response? If the lead is from a target account, then we convert the lead to a contact (associated with the company account).

 

The scenario is this: Say 6 months later, that contact that was converted is now ready to engage in a sales cycle. WHy can't I just convert the contact to an oppportunity so that Salesforce can genreate the opportunity, record?

 

Patricia
2 个回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2012年2月29日 16:32
    Hi Patricia,

     

    In SFDC Lead is a Prospect (a person at a company you've never done business with or pusued before) when the Lead is converted it becomes an Account (company), Contact (person), and optionally an Opportunity(sale).  A Contact (person) does not become an Opportunity(sale) that is a separate record.  
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