Associating Leads & Opportunities With Existing Contacts/Accounts

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  • mcfc4heatons
    Junior Member
    • Jul 2021
    • 27

    Associating Leads & Opportunities With Existing Contacts/Accounts

    If you are taking repeat business from existing contacts/accounts how does that work with leads/opportunities - can you make a link between a lead/opportunity to an existing contact or account?
  • VincentSoumoy
    Junior Member
    • Nov 2020
    • 9

    #2
    I do not understand your question, could you be more precise or give example

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    • esforim
      Active Community Member
      • Jan 2020
      • 2204

      #3
      I believe you can is the answer? You can create as many Opportunity as you want for each Contact or each Account (company). I believe the term Opportunity is "opportunity for you to either get the sale to them or them accepting your service".

      By default I think these 4 entity is already linked together, if you don't see it. Have a look at the Admin, Entity, Layout Manager

      Comment

      • mcfc4heatons
        Junior Member
        • Jul 2021
        • 27

        #4
        thanks ...

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