Can someone help me with the following:
- I am not able to find the “Convert Lead” Option once a new lead is created.
- In the “Add Conditions” for Workflows Subject option is not listed. Are we supposed to add it somewhere else in order for it to be displayed?
- Could anybody explain or share videos on how to create a proper sales pipeline (Lead->Contact->Account->Opportunity) in Suite CRM version 8.5?
Hello Manasa
usually, leads would be converted manually, like Paul showed.
I’ve done a few projects with conversion via workflows, but there had be some specific requirements.
For your 3rd question, check out this video, which gives a bit of an overview of the general concept:
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Thank you @pstevens for sharing this.
The “Conver Lead” option is not visible to me when I select the Action button.
That happens when the lead is already converted. There is an option in settings to allow re conversion of leads.
