CRM, Sales & Marketing mailing list archives


Opportunity / Customer Info Copy

- 06/06/2019 07:31:57
Hi all,

I am currently digging myself into the CRM / Customer functionalities. 
Maybe you can help with a question:

- When creating an opportunity I fill out all information (top 
information and initial contact information in "Follow-Up") => See 
screenshot "Create_Opportunity"
- This opportunity converts to a sale and I want to create a customer
- While creating the customer I want to automatically copy all 
information from the opportunity
- From what I see, there is NO contact added to the customer - so I am 
losing the details like Name and Job Position => see screenshots 
"Create_Customer" and "Create_Contact"

Do I miss something or is this not implemented yet?

Thanks for your help!