Re: Adding an Opportunity for an Existing Lead

Method_Michael — Thu, 11 Aug 2011 18:41:06 GMT

s.white- That is a good suggestion, I will bring it up in the Weekly Method Team meeting.

Thanks!

-Michael

Adding an Opportunity for an Existing Lead

s.white — Thu, 11 Aug 2011 18:36:08 GMT

When adding an opportunity for an exisiting lead, I find it confusing.

If you start from the lead edit screen and click to add an opportunity (or just add a new opportunity from the opportunity list), you get three choices - "Existing Customer", "New Lead", "New Customer". There is no choice for "Existing Lead".

I understand that the "Exisiting Customer" choice is meant to be used for both Leads and Customers (if you click the arrow and look at the dropdown it does say "Customer Lead" next to the Leads and just "Customer" next to the Customers) but the caption does not lend itself to what it actually means or does.

I have a request to have you change the Caption next to the Radio Button that says "Existing Customer" to read "Existing Customer/Lead" to make this more clear.

Thanks.

Method:Classic General Q&A

Re: Adding an Opportunity for an Existing Lead

Adding an Opportunity for an Existing Lead