Release Notes - Senaste uppdateringarna i Cirrus CRM
Cirrus Core
Feature update
User Request

Connection established when converting a Lead to an Account

Cirrus avatar
Shared by Cirrus • June 15, 2023

When you convert a lead in Cirrus CRM, it automatically becomes an Account with associated contact person and activity and opportunity.

Now you also get an automatic connection to the original Lead when you convert, so it is easier to access the history and processing that has taken place initially.

The link is visible at both Account level and on the Lead under the "connections" tab in the modal.