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Hi,
in B2B, a new lead can concern a large account already known in CRM. Then, we would need to be able to link a lead to a Account.
(as done in easiware CRM).
Regards
STATUS DETAILS
Declined
Administrator on 4/24/2023 3:39:57 PM
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.