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Kontakt aus Lead erstellen

Written by Julian Uduevborho

Updated at January 17th, 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
  • Release Notes
    Release 2024-10-05
  • MS Dynamics 365
    E-Mailing SharePoint-Anbindung Sonstiges
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  • Um aus einem Lead einen Kontakt zu erstellen, öffnen Sie den gewünschten Lead und wählen in der Toolbar den Button „Qualifizieren“. In diesem Zusammenhang wird automatisch auch die entsprechende Firma erstellt!

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