When you create a prospect and the prospect later becomes a customer, is there a way to merge the info from the prospect to the customer, such as contacts.
Thanks, Kevin
When you create a prospect and the prospect later becomes a customer, is there a way to merge the info from the prospect to the customer, such as contacts.
Thanks, Kevin
first port of call would be to have the customer zoom out of his webpage - The page size for this is not dynamic, so I have attached 2 screenshots here to show how the view can differ;
