Espo intended workflow

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  • smaction
    Member
    • Apr 2018
    • 68

    Espo intended workflow

    In our office we go from lead to prospect to Customer/account. I know this will work in Espo. But, is the terminology the same? Or, will we go lead prospect account?

    TIA
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello,
    in EspoCRM you have Lead entity. When it becomes Customer, you can convert it in Account and/or Contact and/or Opportunity.

    Regards,
    Tanya.

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