LINK A LEAD AND A PRE-EXISTING DEAL
From the LEADS menu, it is possible for users with the appropriate right to link a lead to a deal. To proceed, press the 
button in the “Deal number” column.
You can link a lead to a deal if :
- The lead isn’t associated to another deal
- The lead is linked to a deal that does not have the "Won" status"
- The lead's status is "To contact" or "Transformed"
The deals suggested in the list are :
- The deals with a customer sales order identical to the lead
- The deals that are not associated yet to a lead
- The deals that are not lost
- The deals that are not archived
- The deals created less than X months ago (Setting per company)
- The deals created by you or your staff
LINK A PRE-EXISTING LEAD TO A DEAL
When saving a transaction (sales order / proforma / prospection) and if the deal is not associated yet to a lead, iziflo checks if a lead matches this deal. This check is made for new deals and those that were created within the 3 last months.
A window opens and displays a list of leads, ordered by % of match. If a lead is the only one that can be associated to this deal - if it is a perfect match - it is automatically selected.
Leads suggested in this list have those criteria :
- The lead has the same information as the customer sales order of the deal : name + phone n° or name + email address.
- Leads that were not processed yet
- Processed leads that were not linked to a "Won" deal
- Leads that were not reported as spam
- Leads that were not abandonned
- Leads created less than X months ago (Setting per company)
- Leads from your company
SETTINGS - USER RIGHTS
The user right “Link a lead to a deal” must to be activated by the person in charge. It is available in the Settings > User profiles settings > Leads.