Can anyone tell me if the pop-up window that is generated when I want to convert a lead to an opportunity should be populated with the address details held in the lead information fields?
At the moment, when I want to change a lead to an opportunity I have to populate all of the address fields, contact details etc. This is a real pain at the moment because we are creating a huge amount of opportunities from our groups of leads.
I just need to know if the window should auto-populate. If it should, I can get our support guys to rectify the situation. If it shouldn't, does anyone know how it can be carried out?
Hi, yes it should be populated. We have also experienced this issue on a few customer sites as well and have logged the issue. I would suggest logging it with your Sage BP (or Sage direct).
Sage CRM specialist and all round fan! Please feel free to follow me on twitter @dannycrm
Thanks for the feedback. I've raised it with our support team who will need to investigate.
This is a known issue in v7.3 and IE but works in Chrome. What is your version?
© The Sage Group plc 2017All Rights Reserved