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Forums Forums OroCRM OroCRM – How do I? Questions Lead does not appear under Account

This topic contains 5 replies, has 2 voices, and was last updated by  schmalze 5 years, 12 months ago.

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  • Creator
    Topic
  • #29533

    schmalze
    Member

    To whom it may concern,
    – We have installed ORO CRM
    – At Systems / Channels we added a new channel (channel type: Sales)
    – We have added some Business Customers (linked to the channel) and Accounts
    – We have added some leads (linked to the Account)

    Our problem: Under Accounts the Channel and Leads tab appears, but there is no leads there. Why?
    What setting did we leave out?

    Thanks
    Eszter

Viewing 5 replies - 1 through 5 (of 5 total)
  • Author
    Replies
  • #29534

    Dmitriy Pasechnik
    Participant

    Hi schmalze

    Did the message queue processing is up and running?
    https://oroinc.com/orocrm/doc/2.0/book/jobs

    #29535

    schmalze
    Member

    Hi,

    Thanks for the reply.
    Yes, message queue processing is up and running.

    I have tried the setting at https://demo.orocrm.com as administrator. But it does not work either here.

    Please suggest how to set this very simple situation:

    – One Sales channel is added
    – Business customers and Accounts are added
    – Leads are added

    Problem: Leads are not displayed in the Account at the channel

    Basically we need more Sales channal, but I hope that once the situation is resolved with one channel, it will work with more also.

    Thanks,
    Eszter

    #29536

    Dmitriy Pasechnik
    Participant

    Try to bind lead not to account
    But to its business customer instead.

    Note, that when you are at lead`s edit page
    and you type the name of the account into ‘Account’ field
    it displays not only the actual account
    but also its business customer
    Try to select this business customer.

    #29537

    schmalze
    Member

    Thanks a lot, it works!

    #29538

    schmalze
    Member

    resolved

Viewing 5 replies - 1 through 5 (of 5 total)

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