What happens to the open activities after lead conversion?
During lead conversion, open activities related to that particular lead get automatically associated with the corresponding account, contact and deal.
Related Articles
What happens to the open activities after lead conversion?
During lead conversion, all the open activities related to that particular lead get automatically associated with the corresponding Account, Contact and Deal.
Activities
An important aspect in Recruit is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre recruitment and post ...
Lead Conversion and Deal Closure Prediction
Sales people work hard towards building a strong sales pipeline. By predicting which leads or deals will work and which ones won't, Zia prepares you for the best and the worst of your pipeline so that you can sell more and sell better. Zia predicts ...
Lead Scoring
Lead Scoring is an effective way to manage and analyze your leads, helping you discover quality leads and giving you insights about their stage in the sales funnel. lead scoring is all about giving scores to your email recipients based on their ...
Using CRM View for Activities
For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...