Hvordan konvertere Leads til Firmaer, Kontakter og Prosjekter

Contents

  1. Converting Leads to Companies and Contacts
  2. Converting Leads to Projects

 

Converting Leads to Companies and Contacts

You may want to create a company and contacts as soon as a prospect becomes your customer. You receive many incoming leads, but only few of them start doing business with you. It is much better to put them into eWay-CRM as leads and convert them to companies once they agree to become your customers.

  1. Click on Customer status in the workflow tab.

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  2. A new window will pop-up. Check Company and Contact and click Yes.

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  3. The Company and Contact will be created in eWay-CRM with all communication history transferred from the Lead. The Lead itself will stay in eWay-CRM with the status as “Customer.“

 

Converting Leads to Projects

If you have to track delivery/implementation after the sale, you may want to convert a lead to a project. 

  1. Click on Converted to project status in the workflow tab.

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  2. A new window will pop-up. Check Project and click Yes.

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All comunication history will be transferred into a new project, and the lead will be marked as “Converted to project.“