Browse By Tags

  • Clarification on Leads versus Person entries

    Currently when we receive requests for information via webforms, we import these as Person profiles. Would these be better off (or more logically) imported as Leads instead? In an effort to maximize our marketing efforts, what would be the best or recommended…
  • Unmatch Company/Person from a Lead

    Is it possible to add a button/link to the Lead screen which will "unmatch" a Company or Person from the Lead? It is possible to do by editing the record, saving it with a new Comapny, clicking the "Add or Find this Company link" and selecting the new…
  • Lead Address, lead_companyaddress and Persons addresses

    When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…