How to Convert a Lead in SugarCRM
The process of converting a lead into a contact record in SugarCRM is extremely easy. When you click the Convert Lead button all of the previously entered data will automatically get filled into the contact record area.
You will also have the ability to create an Account, Opportunity, and schedule a follow up meeting from the same screen. Once all of the options have been selected and filled in the records are saved.
In this video, you will see the step-by-step process of converting an existing lead in Sugar.
For more how to videos click below.
Related Blog Posts
Choosing a new CRM isn’t an easy decision. However, once an organization gets to the finish...Read More
Should you host your customer relationship management software in the cloud? Short answer: yes. We’re going...Read More
Have you ever heard of Pareto’s Principle? Neither had we by that name. But it’s also...Read More