Workbooks CRM for Marketing
For marketing professionals looking for leverage a CRM to generate more quality leads and track ROI.
Workbooks CRM for Sales
For sales teams wanting to better identify opportunities, close more deals and grow revenue.
Workbooks CRM for Customer Service
For customer support teams searching for a tool that can help deliver exceptional customer service.
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Is it possible to convert a case to a lead, if a user submits the wrong form for instance?
Thank you for your query.
This is not possible to do, you will have to manually create a new Sales Lead based on the information from the Case.