What happens to the open activities after the Lead conversion?
During lead conversion, the open activities related to that particular lead gets automatically associated with the corresponding Account, Contact and Potential.
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What happens to the emails associated to the Lead when it is converted to an Account?
Once a Lead is converted, the associated Emails within the Lead get mapped to the Contact.
Activities
An important aspect in Client management system is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and ...
Open Chat Window
You can open a proactive chat window when the visitor visits your website and help them get in touch with you easily.
Lead Score
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. ...
CRM Activities