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EventPro Software User Manual

Breadcrumb Trail: Lead & Opportunity Management > Create Lead

Converted to Company/Contact

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1.The Converted to Company/Contact section is read-only. You will not be able to enter information in these Company or Contact fields.

2.When the lead is converted to an Account (company or contact), the company and/or contact information will automatically populate these fields, and the Status must be changed to a "Converted"-type status from EventPro Setup > CRM > Lead Sources.

Next: Lead Opportunities

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