RelLast Revised: 25 Aug 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
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.
- From a Lead Record, click Capture Contact.
- Click Create New Account.
- Enter New Account information.
- Click Add Account.
- Review Converted to Account and Contact window.
- Click X to close window.
You are looking at a screenshot demonstrating how to Navigate to Capture Contact:
Figure 1. Navigating to Capture Contact.