Why am I not able to see the converted Leads?
Once the lead is converted to account, contact and potential, it will be listed only under the Converted Leads list view. A converted lead cannot be reverted to the original state.
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Converting Leads
How Can I... Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has reached a certain stage, it can be ...
Creating Leads
In Nonprofit Vertical CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. events, exhibitions, colleagues, business cards, etc. Importing leads ...
Auto Response Rule for Web Forms
How Can I... Create Auto Response Rule Create Auto Response Rule Entry The Auto Response rule feature enables you to send automated emails when leads,contacts, cases or records for the custom modules are generated through web forms. When a lead is ...
Why are the leads captured through the web forms not visible under the Leads tab?
Leads captured through your web forms may not be visible under the Leads tab due to any one of these reasons: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. Default hidden fields - When the HTML code ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's development department and are useful in identifying potential donors. Collecting leads and managing them ...