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Customer Forum

converting a person to a lead

External Posted: 2011-08-18 14:01

If I've got a person record in the database, how can I use that data to fill in a lead.

For the business I run, it is possible that someone is a lead for a product one year and then that order gets fulfilled, and then a few years down the line they come back and want to buy again. I want to mark this re-buying as a new lead. 

 

Maybe this isn't the correct way to work? What should I be doing with repeat purchasers?
Workbooks Support Posted: Thu, 18.08.2011 - 15:21

Hi Julia,

 

Sales Lead records are the start point in the sales process.  A Sales Lead gets converted to a Person, Organisation & Opportunity, or any combination of those three record types.  People records are generally related to an Organisation (the Employer field on the person record is set).  Open a Person record, go to the Opportunities tab, click New Opportunity.  This will allow you to create an Opportunity that is automatically linked to the Person and the Organisation record.

 

If, a year later, you want to create a very similar Opportunity, simply open the Opportunity record and use the Copy Document button > Opportunity option.

 

This video explains Working with Leads.  This Knowledge Base page explains the process for Converting Leads.

 

I hope you find this information and the online resources useful.  Please feel free to post a reply if you have any further queries.