目錄

On the leads page, click on the upper right corner "Qualify to Opportunity" button.


Then, a screen to specify the corresponding fields will appear. Select the appropriate fields and click on the bottom right corner "Go to Create Opportunity" button to proceed to the opportunity creation page.

來源連結：

https://vital-faq.azurewebsites.net/CRM/4499
https://support.vitalyun.com/en/?catid=28&id=5321%3Ahow-to-convert-a-lead-into-an-opportunity&view=article
On the leads page, click on the upper right corner "Qualify to Opportunity" button. Then, a screen to specify the corresponding fields will appear. Select the appropriate fields and click on the bottom right corner "Go to Create Opportunity" button to proceed to the opportunity creation page.
潛在商機如何轉商機？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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