Lead Conversion - Automatically Convert Leads : SierraCRM

Lead Conversion – Automatically Convert Leads

October 12, 2015

Lead Conversion – Automatically Convert Leads

In this video, we present how to create a business process in Process Manager Enterprise 2.5 that will automatically convert a Lead to a Contact/Account/Opportunity when the Lead’s status changes to “Ready To Convert”. One of the challenges we often hear from SugarCRM users, is the number of clicks it takes to do something. Process Manager Enterprise enables you to let your sales agents spend more time with their customers and less time clicking in SugarCRM.

Automatically Convert Leads

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