Sage CRM

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  • 1.  I have a customer who uses Leads. When they conve

    Posted 05-22-2012 13:36
    I have a customer who uses Leads. When they convert a lead into a company, the communications from the lead don't come into the communications for the company. Is that just how the system works? They are using 6.2.


  • 2.  RE: I have a customer who uses Leads. When they conve

    Posted 05-22-2012 13:45
    That's how it works. Leads are considered warm up for the big leagues so any interactions (communicatios) done with this will stay with the lead.


  • 3.  RE: I have a customer who uses Leads. When they conve

    Posted 05-22-2012 13:55
    So this isn't planned for a future version? I would think you'd want to keep their communications all through their life span, not lose them.


  • 4.  RE: I have a customer who uses Leads. When they conve

    Posted 05-22-2012 13:59
    You don't lose them. They are still there attached to the Lead. You can access the Lead through the button that gets linked to the Company (maybe the Opportunity?). If your customers would like them to move forward, I have a customization that can do the job.


  • 5.  RE: I have a customer who uses Leads. When they conve

    Posted 05-22-2012 14:13
    What is the cost on that? And is it a cost per version (e.g. one cost per 6.2, one cost per 7.0, one cost per 7.1, etc.) or just a one-time cost?


  • 6.  RE: I have a customer who uses Leads. When they conve

    Posted 05-22-2012 14:35
    It's a subscription based product - $1100 per year or $100 per month. Reseller makes 30% margin - payable up front if the client pays annually, payable in arrears at the one year mark if client pays monthly. Call or email me if you want to discuss or haggle. :)