Convert Prospecting to Won/Lost
planned
J
Justin Wade
Love the prospecting tool. I would love to be able to convert them as won or lost. Also, would love to see what messages or ads I sent to them.
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A
Anmol Rattan
planned
K
Keith Besherse
Anmol Rattan, thank you.
T
Tara Bulum
Even better would be converting them to a lead, a contact then they can be managed from there, as a normal prospect is and Email templates can be used to send to them.
This avoids data having to be re-entered or copied into the CRM/contacts, and possible mistakes being made.
Makes for a more fully integrated system and automations and reports being able to be created from this.
K
Keith Besherse
Tara Bulum is exactly right!