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Thread: Transfer a prospect address to contacts

  1. #1
    Ericmuc is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Munich, Germany
    Posts
    160

    Default Transfer a prospect address to contacts

    I understand a prospect address is an address for my marketing campaigns.

    But if a address want to have more information and get a contact, I would like to transfer the address from prospect to contact.

    Thsi would be great, if it would be possible. Otherwise I have to type the address again in the program.

    Best regards
    Eric

  2. #2
    mrmilk's Avatar
    mrmilk is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Sao Paulo, Brazil
    Posts
    364

    Default Re: Transfer a prospect address to contacts

    In fact, my understanding is that a prospect someone in a cold list. Someone who does not know you. If he/she responds to the campaign, he/she should become a lead, someone who knows you, but whom you do not have enough info to consider an opportunity. Finally, after some qualification routines, he/she would become a contact and opportunity.

    So, the prospect should become a lead. But there are many other things involved if we go deep into marketing/sales activities and the sales cycle. For example, my campaign is telemarketing and I plan to make calls to a list of "strangers". Sugar won't let prospects to have activities assigned...
    Mr. Milk (aka Marcelo Leite)
    AnySoft Informatica
    Brazil

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