CRM, Sales & Marketing mailing list archives
Opportunity / Customer Info Copyby
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!