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Member Since 23 Sep 2013
Offline Last Active Dec 28 2018 01:59 PM

Topics I've Started

Create Contact Off Existing Contact

27 December 2018 - 09:40 AM

I come across a contact that gives me 2-3 other names to call  with the same company.


Is there an easy way to duplicate the existing record and then just change the name, telephone and email information?


Convert lead to contact

05 December 2018 - 06:46 PM

I attempted to convert a lead to a contact. I was notified of 6 errors because the fields did not exist in the Contacts module as they did in the Leads module.


I then created the field necessary in the Contacts module.


I converted a lead to a contact again and this time it was successful.


However, some data did not transfer such as phone number and email.


What could be the problem?

Phone number missing in Lead display

04 December 2018 - 05:54 PM

In my lead list, I have phone numbers displaying. But when I go to the record of the lead, the phone number does not display and when I click to edit, it doesn't display. But it exists because I imported all of my leads.


I've searched and can't find any solution.