Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Kontakt
German
US English (US)
DE German
  • Home
  • CATOSO AddOns
  • Customer Data Management
  • Firmen

Firma aus Lead erstellen

Written by Carsten Kappler

Updated at January 16th, 2025

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • CATOSO AddOns
    Customer Data Management Sales Management Finance Management Project Operations Service Operations Generelle Module Einstellungen / Customizing CATOSO TimeApp
  • Release Notes
  • MS Dynamics 365
    E-Mailing SharePoint-Anbindung Sonstiges
+ More

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!

unbenannter beitrag leere schriftstück

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Firmen erstellen und verwalten

Copyright 2025 – CATOSO GmbH.

Knowledge Base Software powered by Helpjuice

Expand