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Firma aus Lead erstellen

Written by Carsten Kappler

Updated at January 16th, 2025

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  • CATOSO AddOns
    Customer Data Management Sales Management Finance Management Project Operations Service Operations Generelle Module Systemeinstellungen Kundenspezifische Einstellungen Customizing Installation C365 CATOSO TimeApp
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    Release 2024-10-05
  • MS Dynamics 365
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Um aus einem Lead eine Firma zu erstellen, öffnen Sie den gewünschten Lead und wählen in der Toolbar den Button „Qualifizieren“. In diesem Zusammenhang wird automatisch auch der entsprechende Kontakt erstellt!

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