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How to convert The Lead to Account and Contact in Suite CRM

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How To convert The Lead To Account and Contact in Suite CRM

Create a new lead snap1 snap2 Configure the more information about the lead snap3 The lead has created successfully snap4 Now click convert the lead snap5 Now select the contact for the lead snap6 Now create the account module snap7 The lead has converted to account and contact module snap8 Now check the account module snap9 The lead successfully converted to account module snap10 Now check the Contact module

snap11 The lead successfully converted to Contact module

snap12

With this convert The Lead To Account and Contact in Suite CRM comes to end

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Frequently asked questions ( 5 )

Q

What is the use of Lead modules in Suite CRM?

A

Lead is an unqualified contact usually generated from some form of marketing-related event, for example, it could be a person that has filled out a form on your website or someone that you met at a trade show and you are not sure yet if they have buying authority.

Q

What is the use of Suite CRM?

A

SuiteCRM is a free and open-source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.

Q

What are the modules that available in suite-CRM?

A

Accounts module
Bugs module
Calendar module
Calls module
etc..

Q

What are the features of Account module in Suite CRM?

A

Accounts module is the centralized base from which you can create an association with most records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Accounts in SuiteCRM will typically hold all information specific to a company that your organization will have a relationship with. In real-world terms an Account may be a business entity that is a qualified Sales Prospect, Customer, Supplier or Re-seller and can be used to track all interactions that take place between these entities and your organization.

Q

What are the features of the Contacts module in Suite CRM?

A

Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.

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