Hi, I am really confused in CRM 2016 about how the Microsoft CRM business flow goes when there is the typical situation that a Contact of an existing Account (either a new Contact or even an existing one) tells the sales person information that for example: "my colleague, Mr. X.Y., told me that they might be interested in purchasing a new Server". As it happens, Mr. X.Y. as well as his Company both exist in our CRM database.
When I open the Lead screen, on top I can select in the Process ribbon an existing Account and Contact, BUT:
I still need in the Summary section type manually First and Last Name of the Contact, AND manually type the name of the Account. I don't get it. Is any sales person going to actually do this in such a complicated way,
or is it just me who hasn't understood that there is a simple and logical way to do this?
Please advice how the process should flow in its simplest way.
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Want to create a new Lead using an existing Contact and existing Account. Any way to avoid extra typing?
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