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Contacts Save as draft RRS feed

  • Question

  •  

    Hi

      Is there any default CRM option  like  "Save as Draft" for contats is availble

     

    Thanks

    shaik

    Thursday, January 17, 2008 11:10 AM

Answers

  • I am afraid  - there is no such option..  if you want to only store contacts and not use that.. you can store on main contact screen

     

    whats you are looking for ??

    Thursday, January 17, 2008 11:12 AM
    Moderator

All replies

  • I am afraid  - there is no such option..  if you want to only store contacts and not use that.. you can store on main contact screen

     

    whats you are looking for ??

    Thursday, January 17, 2008 11:12 AM
    Moderator
  • If you want to store contact info but not make them an "official" contact, you can always use the lead entity.
    From the lead you can convert to a contact, an account or both.

    Oshri Cohen
    http://mymscrm3.blogspot.com/
    http://www.linkedin.com/in/oshricohen
    Thursday, January 17, 2008 10:04 PM