Last week I started using Suite CRM - free version.
Some time ago I used a Pipedrive CRM and I was wondering if some possibilities are available in Suite CRM as well.
Converting ‘lead’ into ‘contact’
I would like to know if there is a possibility to convert ‘a lead’ into ‘a contact’ without necessity of creating ‘a company’ As far as I can see I have to use existing company or create a new one while converting a lead into contact.
Can I search anything by providing just a part of e-mail or just name without first name?
Right now I have to provide full e-mail or first name and name when I want to search for a contact / lead / company in filters. Otherwise there is information that no records are found.
How can I customize lead and contact modules to add possibility of creating a new call in the same time while creating a new lead/new contact? Is it possible to have this option on the same page?
Thank you in advance!