Description:
As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.
As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.
Now, want to add multiple persons to a lead!!
Solution:
We can allow the Sage CRM Users to create multiple Persons which can be linked to that particular Lead from Lead Screen using on fly Person button.
We can allow the Sage CRM Users to create multiple Persons which can be linked to that particular Lead from Lead Screen using on fly Person button.