-
can not change the "lead status" filed
I use role administrator for edit Master Lead then I want to change LEAD-Unqualified to CUSTOMER-Closed Won in the "Lead status" field. After I save it shows notice "You cannot delete currencies with transactions." I didn't delete or change currencies and the currencies is still active. I used to change in earlier lead…
-
Changing the language of a list included in a Online Customer Form
Hello! My first question here. I have created a few Marketing Templates for different languages so that they can be embedded in our different shops to collect leads from prospective distributors. I've got a few custom fields with a Yes/No answer and i would like the options to be in the different languages as having and…
-
Converted Leads report or search with Opportunity fields
Hello gurus - I've been dreading this because my off-and-on searching over the last few months hasn't turned up much. But I'm not at the point where I need to figure it out. I'm simply looking to create a Lead report (or search view, really) that shows all Leads along with their converted info, such as Opportunity name,…
-
Import Contact and Leads
I have a list of trade shows with email addresses, contact person, and company. I can import the company and email address to the leads, but not the contact person. Please advise! If my existing customers attended the shows, and when importing the data, does the system show an alert message? If the existing customers are…
-
Leads best practices
If we go to different trade shows and we want to import the data to each show, do we need to create a show name first and import the data there? Please advise the steps! If the trade show list already has our existing customers' names, how does the system know the record is in the system? Please advise! Thank you!
-
How can I set up the role to let the sales rep see all leads and customers, (assigned or not)?
Hello How can I set up the role to let the sales rep see all leads and customers, whether he is assigned to them or not? Note: I set the role as Answer ID75192 but it did not work
-
How to create a Saved search that shows all leads with no recent activity logged?
Hello, Recently we assigned some of our estimators lead accounts to have them reach out and establish communication with them. We are making it a "contest" so the first estimator that completes their assigned list wins a prize. However, I am trying to create a search that shows all assigned accounts that haven't had a…
-
NSC | Identify How Many Leads and Prospect Are Converted to Customer
Scenario The user wants to know how many leads and prospects are converted to customers within this month. To create a Customer Saved Search, navigate to Lists > Search > Saved Search > New > Select Customer. Enter the following fields in the Criteria tab. In the Results tab, you can more fields that you want to include in…
-
Online Form To Create Leads
I have created an online form to capture leads and am testing in the sandbox. I copied the external link and filled out the form but it is not creating a lead in the sandbox. I have the workflow preferences set up. Anyone have any ideas what I can check to see why the Lead is not being created?
-
Leads to Prospects
Is there a simple way to report the Lead to Prospect conversion?