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easiest way to add a 'person' who is non-customer into METHOD

Last post 06-09-2014 8:32 AM by Method_Inderdeep. 1 replies.
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  • 06-06-2014 4:52 PM

    • vince
    • Not Ranked
    • Joined on 06-03-2014
    • Posts 4

    easiest way to add a 'person' who is non-customer into METHOD

    For example, adding a media contact. What's easiset way? Thank you ahead of time. :)

    -V

  • 06-09-2014 8:32 AM In reply to

    Re: easiest way to add a 'person' who is non-customer into METHOD

    Answer

    Hello Vince,

    Here's my answer. If you wnat to add a person whom you don't want as a customer, you can add him as a lead by clicking on tab Leads -> New lead. So in this way that lead won't reflect in your customers. However, you can convert your lead to Customer anytime you want. We have a great article on Leads in our Helpcenter, herewith providing you the LINK for the same to give you more idea about leads.

    Hope this help.

    -Inder

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