Lead Conversion in Sage CRM

Once a lead has been qualified (see the Lead Management tutorial), it can be promoted or linked to a company in the main Sage CRM database and then converted into a sales opportunity. In this tutorial, we walk you through the lead conversion process.

Loading Player
comments powered by Disqus

THANK YOU TO OUR TUTORIAL SPONSORS

We encourage you to check out the products below that are designed to enhance the functionality of your Sage ERP Accpac and/or Sage CRM System. Clicking an ad will take you to the developer's website for more product information.