Moving Leads into Contacts into Opportunities into Accounts RRS feed

  • Question

  • I have a certain system of tracking sales in my CRM. When I come across a potential customer (picking up their product, searching online etc.), I instantly do as much research and put them into my Leads list. Once I have called on them and they agree to meet, I create them as a new contact. Then once I have given them a quote, they become an opportunity. Once they buy from me, they become an account.

    My question is, Is there a way to take a lead and turn it into a contact, and on down the line, without having to create a new contact, opportunity, account? It seems I am doing things the hard way when there should just be a button to turn a lead into a contact etc. Anyone have some input on this?


    Thursday, June 26, 2014 3:10 PM