How can I use capture contact?

RelLast Revised:    Written by Veloxity CRM    Time Estimate: About 2 minutes to read. Version 2.0

Step-by-step guide

When you have a Lead that is not converting into an Opportunity, but you want to save the Lead data to your system, use Capture Contact. 

Quickly create a Contact Record and an Account Record (depending on your Business Transaction Type) from your Lead data using Capture Contact.

  1. From a Lead Record, click Capture Contact.
  2. Click Create New Account.
  3. Enter New Account information. 
  4. Click Add Account.
  5. Review Converted to Account and Contact window. 
  6. Click X to close window.

You are looking at a screenshot demonstrating how to Navigate to Capture Contact:

Figure 1. Navigating to Capture Contact.