accounts

Hello CRM

here are a few points of note

Why can't the three main groups of 'people'
Leads, Accounts and Contacts be interchangable, be similar in layout so that they can be easily be designated under anothers group.

A lead can become - A contact and then an account (customer) but the information does not flow accross. I hope i'm making sense.

I find it odd that a lead has to have a compulsary 'company' field. My leads are basic individuals not business's.

I appreciate that 'leads' - lead to business, in the corporate world. But mine don't start as a company. Is this system inflexible.

not finding faults, just working with program.

Mark

markhudson