Frequently asked questions
Find concise answers to common questions about Leads, Deals, access, search, follow-ups, and exports.
Can two Leads belong to the same Company?
Yes. Company name alone does not make a Lead a duplicate. A soft warning appears only when email or normalized phone matches an existing visible Lead in the same workspace.
Can I change a Lead Number?
No. It is generated automatically, unique within the workspace, and immutable.
Why can’t I mark a Deal Lost?
You need an active Lost Reason in the workspace and permission to change that Deal’s outcome. Ask an Organization Admin if no reason is available.
Why can’t I see Team or Data Export?
Those areas are restricted to Organization Admins. Sales Managers and Sales Executives do not receive administrative access.
Does WebPro CRM convert currencies?
No. Amount and currency remain separate, and unlike currencies are not combined through an exchange rate.
What does Global Search include?
Leads, Contacts, Companies, and Deals. It does not search Tasks, Activities, Notes, or Settings.
Can I delete CRM records permanently?
Current lifecycle flows favor status changes, archive/restore, and retained history over ordinary hard deletion for important records.
Why can I see a record but not edit it?
Viewing and mutation are separate permissions. Sales Executives can view tenant CRM records for collaboration but manage ownership-sensitive Leads, Deals, Tasks, Activities, and Notes according to ownership. A Sales Manager or Organization Admin may need to reassign the record.
When should I create a Lead instead of a Deal?
Create a Lead for an early enquiry that still needs qualification. Create or convert to a Deal when the commercial opportunity is credible enough to belong in Pipeline with an owner, stage, value context, and next action.
Is the Company name used to detect duplicate Leads?
No. Lead duplicate awareness is based on matching email or normalized phone. Different people at the same Company are valid separate Leads. Always review the suggested record and choose Create Anyway when the new enquiry is legitimate.
Can I change a Lead Number?
No. WebPro CRM generates the workspace-specific Lead Number automatically and keeps it immutable. Use it for internal references, Global Search, and reconciliation.
Does changing the default currency convert existing Deals?
No. Each Deal retains its exact amount and currency. The CRM does not perform foreign-exchange conversion or combine unlike currencies into one converted value.
Who can export business data?
Only Organization Admins have access to full business-data exports. Export files leave the controlled CRM interface and should be handled according to your organization’s data policy.
What should every active opportunity have?
A clear owner, an accurate status or stage, useful recent context, and one specific next action with an appropriate due time.