Hi,
I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.
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Hi,
I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.
Leads are temporary records that turn in to opportunities related to new or existing customers.
Check out the documentation:
관련 게시물 | 답글 | 화면 | 활동 | |
---|---|---|---|---|
|
1
4월 23
|
3988 | ||
|
2
9월 18
|
3587 | ||
|
6
5월 24
|
10798 | ||
|
0
1월 17
|
3573 | ||
|
0
6월 16
|
4068 |
Also, It would be great if somebody could explain the workflow regarding leads orpoint me to an up to date tutorial. It's a little confusing when I use "Leads" to add customer info only to find the info is added to "Customers" but "Leads" remain empty.
Anyone got ideas?