Convert or commit a lead into a active client/contact

[Damond]

Hi everyone. I'm a beginner FM 9 advanced user and so far i'm loving this software! I'm currently using the simply client/contact management template with some minor modications i've found in this forum. I have an excel spread sheet of 30,000+ leads i want to import into FM to manage seperately from active clients/contacts as leads and also to be able to distribute or assign them to sales staff for prospecting. Once they qualify the lead they can commit it to active client/contact. I look forward to reading your input.

Thanks in advanced,

Damond

[Fitch]

One way to do it would be to keep the leads and contacts in the same table and use a field to tag them as lead vs. contact.

[SoCalMacDude]

I use a sales rep field pop-up, and one of the sales reps is LEAD.

In fact, sometimes we tag the lead source - "Lead - Subscriptions" "Lead - Trade Show." Then if you are working all leads, you can search the database for "Lead" and you'll get all leads!

[Damond]

Hey guys, thanks for your input! It help a lot. I will keep you posted on how it works out. Thanks again,

Damond