This online database template demonstrates how to convert Leads into Company accounts. Moreover, all existing incomplete Task records related to the Lead will also stay related to the Company account.
To help you make the system work for your needs, we have developed the following service program:
Discuss your needs with our staff.
We’ll determine and confirm the workflow logic of your database.
We’ll create a ready-to-use database to fit your exact business model.
You’ll get a solution designed especially for your needs.
Any support materials, such as spreadsheets and real-life work samples would be very helpful as they would help us better understand your business process.