Forums/Táve 2/Community Questions & Answers
Answered
Batch convert leads to "completed?"
Ric Mershon
asked this on October 12, 2010 11:51 am
Hello,
I have imported a slew of existing customers into Táve; they are all marked "lead" by default. Without going through the process of creating dummy jobs and quotes, is there a quick way to mark them all "completed?"
Thank you.
Ric Mershon
Comments
Hi Ric, at this time you cannot batch convert to completed. The way things are designed right now, you need to have a quote that is booked in order to mark it completed. I believe this is something that MIGHT be changing in Tave 3 but am not completely sure myself. If Jason happens to see this he may be able to add any details. Thanks for your feedback though, it's a great idea!
Thanks for the quick answer Karen.
No problem Ric. Actually I was just told by the guys that the next release WILL allow you to mark leads as previous clients and even allow you to record previous revenue from them without having to create the job. Cool huh? :)
Yes, pretty cool. Doesn't help me now though. :)
It will in a few weeks :)