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Moving Contact

Popup form when moving from Lead to Prospect

Popup form when moving from Prospect to Opportunity

  • Users to enter all the required information correctly in order to move Contacts from Prospect to Opportunity
  • After putting all the required information correctly and clicking the “Submit” button, contacts will be moved to the desired category.

Popup form when moving from Opportunity to Account

  • Users to enter all the required information correctly in order to move Opportunity to Account
  • After putting all the required information correctly and clicking the “Submit” button, contacts will be moved to the desired category.

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