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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.

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Tác giả

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.

Tác giả

Anyone got ideas?

Câu trả lời hay nhất

Leads are temporary records that turn in to opportunities related to new or existing customers.

Check out the documentation:

https://doc.openerp.com/book/2/3_CRM_Contacts/leads/

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