Hi guys,
I am pretty new of sugar and I was wondering if someone can help me to understand the logic proccess to manage leads, contacts and account.
I know what this actors are but I don't know if is better to create leads and trasform them in account or if I need to create contacts and try to trasform them in lead and account.
Also, I need to import some client in sugar, and I was wondering ho to import data as lead as well as account and contact.
Sorry if it is a bit messy.
Hope someone understand it
Cheers


LinkBack URL
About LinkBacks




Reply With Quote
Bookmarks