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Linking Leads to Customers

Last post 03-06-2013 11:14 AM by Method_Samreen. 1 replies.
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  • 03-06-2013 8:35 AM

    Linking Leads to Customers

    Reply Contact

    Let's say that I have a customer that does work with my product that a lead then purchases from the customer. Is there a way to link the lead to the customer so that I can go to the customer directly from the edit lead screen?

  • 03-06-2013 11:14 AM In reply to

    Re: Linking Leads to Customers

    Reply Contact

    Hi Matt123,

    Can you provide a little more clarification on how this process is working for you? So if a Lead purchases the product from an existing customer do you make a percentage of the sale which you would like to track or do you just require the information of which customer sold a product to a lead?

    - Sam.

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