Results 1 to 2 of 2

Thread: Leads

  1. #1
    jdcrow63 is offline Member
    Join Date
    Jan 2007
    Posts
    8

    Default Leads

    is it possible to have a lead that has mutiple contacts?

    When they are converted to an account, all leads and notes transfer to account.

  2. #2
    kimiller is offline Junior Member
    Join Date
    Aug 2006
    Posts
    8

    Default Re: Leads

    You can have multiple leads for a contact, but you cannot have multiple contacts for a lead as there is not a Contacts sub-panel in the Leads module. After you've converted the lead, you can create and add leads to the new contact record, as well as create and add contacts to the new opportunity and account. Sugar University offers a Lead Qualification seminar (at no charge) that you may find helpful. Check out the schedule at: http://www.sugarcrm.com/crm/university/schedule. The next Lead Qualification seminar is offered on Jan 24, 11am PT.
    -Kim

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 1
    Last Post: 2010-07-15, 02:22 PM
  2. Replies: 2
    Last Post: 2006-12-24, 09:08 AM
  3. Eliminating Leads Altogether
    By juanrayon in forum General Discussion
    Replies: 1
    Last Post: 2006-05-11, 08:58 PM
  4. Categorize Leads Upon Import
    By eSolutions in forum Help
    Replies: 4
    Last Post: 2005-10-23, 10:39 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •