During lead conversion, the open activities related to that particular lead gets automatically associated with the corresponding Account, Contact and Potential.
Time Based Actions are available only in the Enterprise Edition. So when your account is downgraded, all the time based actions that are scheduled for the records will be deleted.
Time Based Actions are available only in the Enterprise Edition. So when your account is downgraded, all the time based actions that are scheduled for the records will be deleted.
The score earned by the visitor during their visit to your website is called Lead Score. You can identify the type of visitor based on their Lead score. The higher the lead score in the Visitor history, the higher the probability of closing the deal. ...
Assignment rules help you automatically assign the records to users in CRM. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. Based ...