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Account Leads

Comments

9 comments

  • Gavin Gilmartin

    What version does this become available? We're using 20.90 L36 but can't locate Account Leads - Event Sales from the Main Menu.

  • Hi Gavin, fairly sure I saw this in the release notes for v20.92

  • Maggie U.

    Hi Gavin,

    Lee is correct - this is available in v20.92.

    Thanks,
    Maggie

  • Liz Cuffe

    Hello there,

     

    When using Leads, is it possible to select an existing Company in the Company Name field?  It is possible to select from the Market Segments and Account Reps etc - just wondering if we can pick Company too - would be brilliant.

    LIZ

  • Americas Ungerboeck Consulting

    Elizabeth - I'd be interested in hearing your business need for this. Typically, a lead represents a piece of prospective business who should not yet be a full-fledged Account in the system. If they are already an Account, we'd recommend using an Opportunity to track prospective business.

    Mark F

  • Theresa Gorman

    Is there an import functionality to upload leads from excel?

  • Tiina Malmström

    Hi Theresa,

    I posted this article a year ago (https://supportcenter.ungerboeck.com/hc/en-us/community/posts/360003825294-More-possibilites-with-CRM-Leads-Account-Leads) and I've got some response from the Community - none from Ungerboeck

  • Mag

    Hi team,

    how to add a lead to an existing account? we have discovered that some lead accounts existing in the system already so it is just a matter of updating.

    Thanks

  • Ryan Canny

    Hi Mag,

    Currently, it is not possible to add a lead to an existing account in Ungerboeck. Leads are for if you are unsure whether to convert to an account yet or not. If you already have an account I would suggest creating an event opportunity. 

    Thanks,

    Ryan

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