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How do I Customize Conversion?
Updated on December 16, 2014 02:28AM by Admin
Conversion
You can convert an object to the other, instead of re- enter the same information, you can convert them into next phase.
For instance: Create a lead and simply take the original information from the lead, and convert it into a sales opportunity. Not only this, but you can also take the same information and convert it into a customer record, and a contact that will be associated to that customer.
App Categories
CRM
Product Management
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