How to create and manage an owners group | Community
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Anonymous
October 28, 2014
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How to create and manage an owners group

  • October 28, 2014
  • 1 reply
  • 782 views
what is the best way to manage a lead list that are now converted? I have a list of leads that are now owners of our product and need to be able to see at a glance, what product they purchased, date of purchase and if they purchased multiple units. Anyone have a best practice for this? thanks!
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Depends a little bit on how complex your product suite is. In the most simple case, you can make a couple of custom fields and have those set with what they bought and the date. I also, see people use the Oppty object from their CRM to figure this out, or just set the lead status field to Customer.

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A
Anonymous
Accepted solution
October 28, 2014
Depends a little bit on how complex your product suite is. In the most simple case, you can make a couple of custom fields and have those set with what they bought and the date. I also, see people use the Oppty object from their CRM to figure this out, or just set the lead status field to Customer.
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