Hi all,
Bit of a funny one, just trying my best to get my head around CRM.
I'm currently on CRM 4.0, U11, the problem I have is pretty simple - When I convert a 'Lead' into an 'Opportunity' I dont want it removed from Leads, I.e if I click on Lead and activate it into an opportunity I want it to show in Opportunity but I DONT want it removed from leads.
Is this possible in anyway as I have been trying to find out how its done all day.
many thanks
Bit of a funny one, just trying my best to get my head around CRM.
I'm currently on CRM 4.0, U11, the problem I have is pretty simple - When I convert a 'Lead' into an 'Opportunity' I dont want it removed from Leads, I.e if I click on Lead and activate it into an opportunity I want it to show in Opportunity but I DONT want it removed from leads.
Is this possible in anyway as I have been trying to find out how its done all day.
many thanks