Comments on: FANTASTIC 40 TEMPLATE REVIEW – Sales Lead Pipeline http://www.OfflineSharePoint.com/fantastic-40-template-review-%e2%80%93-sales-lead-pipeline/ A Colligo Networks Blog Sat, 06 Feb 2010 09:58:03 -0500 http://wordpress.org/?v=2.9.1 hourly 1 By: Anil http://www.OfflineSharePoint.com/fantastic-40-template-review-%e2%80%93-sales-lead-pipeline/comment-page-1/#comment-15592 Anil Fri, 06 Jun 2008 17:07:53 +0000 http://www.OfflineSharePoint.com/fantastic-40-template-review-%e2%80%93-sales-lead-pipeline/#comment-15592 What type of permission required to create a lead and convert a lead. User with contributor cannot convet a lead. What type of permission required to create a lead and convert a lead.

User with contributor cannot convet a lead.

]]> By: Franck http://www.OfflineSharePoint.com/fantastic-40-template-review-%e2%80%93-sales-lead-pipeline/comment-page-1/#comment-11035 Franck Mon, 14 Jan 2008 20:20:06 +0000 http://www.OfflineSharePoint.com/fantastic-40-template-review-%e2%80%93-sales-lead-pipeline/#comment-11035 The task items is already included in the template but for some reason isn't shown in the quick access section. All you have to do is to create a new column to track task items to an account. I also find it nice to be able to track the task type so you can use it as a note taking, phone call log etc... The task items is already included in the template but for some reason isn’t shown in the quick access section.
All you have to do is to create a new column to track task items to an account. I also find it nice to be able to track the task type so you can use it as a note taking, phone call log etc…

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