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  • Transfer tracking notes from lead to opportunity

    Hi all, We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend…
  • Editing Opportunity Status

    Hi all, I'm looking for some advice regarding amending stages and statuses for opportunities and leads. When a sales rep clicks on 'Change' on the summary screen of an opportuntiy, the only section that is editable is the Details section as in the…
  • What happens when a Lead is converted to an Opportunity?

    Sage CRM integrated with Sage BMS products (e.g. Sage 100cloud, Sage 300cloud) provides a way of managing interactions with prospective customers through the initial contact with a Lead, the confirmation that the company is a valid sales opportunity through…
  • 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…
  • Lead value on Opportunity Summary screen

    Hi All, I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page? I would like to use this value to alert users of specific information. Thanks! Mike
  • Remove leads after converted to an opportunity?

    Hello, We have a requirement that the salespeople no longer have leads show up on the find screen after they have been converted to an opportunity. My thought was to create a script perhaps on the opp screen create script to set the lead_deleted field…
  • Lead to Opportunity - Amending Opportunity Fields at Conversion

    Hi All, I have a field oppo_stage which refers to the current stage of the opportunity e.g. fact find, first stage meetings etc. I'm struggling to find where I can Set Field Value when it comes to converting a Lead to an Opportunity? I have looked through…