Lead-Opportunity-Lead-Opportunity

Leads/Opp.: Lead/Opportunity

Here you define the lead or opportunity and edit details such as 'origin' (contact via mailing list, trade fair, Internet, etc.) or dates and can specify the type of contact, the processing status, etc. A transaction number can be freely assigned, but is not mandatory.

Follow-up offers are entered using suitable sets of rules, e.g. when an opportunity becomes an offer. You can switch between the objects by double-clicking on such an offer.

The Result group is activated for processing when the status is changed. As long as the opportunity is being processed, there is no result. You can also set that the associated offer is also closed when the lead is closed.