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Convert or commit a lead into a active client/contact


Damond

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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

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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!

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This topic is 6120 days old. Please don't post here. Open a new topic instead.

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