Hi there,
We run a training and coaching business. Our leads are added (or will be) into SugarCRM from the data capture websites we have.
Currently (with Infusionsoft CRM), we have a webform that a sales agent fills in once a sale has been made - and that then converts the lead into a contact and creates the account and logs the sale based on the information entered onto the form.
However, I can't see anyway of doing that in SugarCRM - it seems all you have is a web-to-lead form and nothing else.
Am I missing something? Any help appreciated.
M


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