Often when I am qualifying lead I will be given information about another person in the target company that I should be talking to. I want to create a separate lead record for that individual. Is there a way to quickly create a new lead from an existing lead that will important the base company information, but leave the individual contact information (email, mobile phone, title, etc) blank? I have sued other CRM platforms that have this functionality, but I have not been able to figure out how to do this in Dynamics.
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Share
Report
All responses (
Answers (
258
