I'm currently using the CONVERT button when changing LEADS into CONTACTS. However, there is no CONVERT button available under any other tabs. In the event, a client is on a hiatus from using our services, we want to return them from CONTACT to the LEAD tab. How can I convert a LEAD into a CONTACT and then back to a LEAD. Is there a way to add a CONVERT button onto multiple tabs, for example.
Basically, I want to be able to move leads and contacts and potentials around regularly from tab to tab.
However, the information fields vary from tab to tab. Is there a way to make the Leads, Potentials and Contacts all the exact same layout?