Re: Can contact info auto populate under the Leads tab

TomF — Tue, 05 Mar 2013 17:49:51 GMT

When creating the lead and after selecting the parental relationship under the "Job of Customer", the parental contact information does not automatically populate. Does this clear things up? Thanks.

Can contact info auto populate under the Leads tab

TomF — Mon, 04 Mar 2013 19:33:33 GMT

We are having a tough time finding the best place to enter new potential jobs. Our QB customer structure is Customer:Job:Sub-Job. Under the Leads tab, Lead Name equates to the QB Job and we can select the appropriate parental relationship, if any, under Additional Information and Job of Customer. If not, new leads are created for the parents and then selected when creating the new Lead/Job. This flows into the "Customer:Job" section when creating an Estimate. It seems to work okay when syncing. Our issue is that when the parental relationship is selected the parental contact information does not automatically populate like in the Opportunities tab. Can this happen under the Leads tab? Can any type of customization resolve this issue?

Search results by user ID 5893

Re: Can contact info auto populate under the Leads tab

Can contact info auto populate under the Leads tab