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Leads in CRM, custom field.

Last post 09-15-2011 4:31 PM by Method_Valbon. 1 replies.
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  • 09-15-2011 9:33 AM

    • chkahn12
    • Not Ranked
    • Joined on 04-07-2010
    • Florence, SC
    • Posts 3

    Leads in CRM, custom field.

    Reply Contact

    How do I add a field that can designate the stage I'm in.  I have a script that has 5 parts and I want to see where I left off when I have to call back to turn the lead into a customer.

     

    Thanks!!

    Carrie Kahn, Intuit Solution Provider & Advanced QB ProAdvisor

    Complete Business Solutions


    Tel: (800) 541-8744, Ext 3 | Fax: (888) 400-1751
    carrie@complete-biz.com | www.complete-biz.com

  • 09-15-2011 4:31 PM In reply to

    Re: Leads in CRM, custom field.

    Answer
    Reply Contact

    When you say stage are you referring to the lead (the actual contact) or the opportunity (sales deal)? For leads, why would you not use activities to track where you left off and when you have to call back? If this is for the opportunity, there is already a state field available. I would still use activities even for opportunities.

    If I have miss-understood, please reply with some more details.

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